General
From the "My Documents" page, select "Document Preferences." Next, change your "Go Paperless (usaa.com)/Manage Paperless (mobile)" setting for each product to Paper.
Here, you can find a snapshot of your most recent documents sorted by delivery date, category and document name. In addition, you can take a quick glance at the first page of your document to ensure this is the one you are looking for by selecting or hovering on the document icon. After 30 days, we'll file your documents into the appropriate category folder.
If you’re on usaa.com, select the menu icon or “File” option next to the document to remove it from this view and place it in the designated category folder.
If you’re in the USAA Mobile App, select the document and choose “File.”
In this category, you'll find your user agreement and other important communication about this service. You'll also find courtesy copies of any documents you've requested, excluding requests for screen-reader compatible documents, if applicable.
To view all your documents, select the "All" folder. Each category folder will also provide you with a list of all available documents from the past seven years. Your documents are sorted by year with the most recent at the top, then by delivery date, subcategory and document name.
Your documents are automatically sorted by delivery date, with any screen-reader compatible items on top. To make a change, select the column heading you'd like to sort by, if applicable.
Your document has an "Available Through" date. After this time, it will expire and will no longer be available to view. If you need your document longer than the "Available Through" date, select download to save it to your personal computer. To print, file or download, navigate to the Menu icon after viewing the document.
Expired documents appear in the “Expiring” folder six months prior to the date listed in the "Available Through" date. We may be able to research and retrieve expired documents. In some cases, we might be able to retrieve an expired document, although there may be a fee. Call us at 877-632-3002 for help.
Alternative format documents
For each product you own, update your document preferences. You can select from these alternative options:
- Large Print and Paper
- Braille and Paper
- Screen Reader Compatible and Online
If you receive a document and you need it sent in a different format, such as Braille or large print, please reach out to USAA for assistance at 800-531-8722.