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USAA Life Insurance Company and USAA Life Insurance Company of New York

Manage your annuity.

Explore resources to help you learn about and update your annuity.

Top annuity needs

Annuity details

Find interest rates and cash value by selecting your annuity in Retirement & Investing.

Go to annuity details

Beneficiary changes

Add, remove or change beneficiaries on your annuity.

Update beneficiaries

Form list

View and download common forms needed to change your annuity contract.

Go to forms

Required minimum distribution calculator

Use our tool to determine your required minimum distribution, or RMD, for this year.

Calculate your RMD

Withdrawals and contributions

Make a one-time withdrawal and set up contributions to your annuity.

Transfer funds

Annuity servicing FAQ

Get answers to questions about what you can do with your annuity.

Go to annuity servicing FAQ

Managing RMDs from an annuity

When you reach a certain age, you need to start receiving payments from your annuity. Find out what that could mean for you. 

Learn more about RMDs

Other annuity considerations

Annuity claims

If you’ve lost a loved one and need to file an annuity claim, our Survivor Relations team can help during this difficult time.

Learn about annuity claims

Annuity review

To make sure you’re still on track, consider what to do when your annuity surrender period ends.

Review annuity options

Retirement review

Changing jobs or retiring? Our Retirement Income Specialists can review how this may affect your retirement and annuity needs.

 

Call 800-531-3392

For TTY devices, dial 711

Hours of operation

Monday to Friday
7:30 a.m. to 8 p.m. CT
Saturday and Sunday
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Retirement planning resources

Are you going through your retirement savings too quickly?

Article: 6 minutes

Read article: Are you going through your retirement savings too quickly?

Seven tips to successful retirement planning

Article: 4 minutes

Read article Seven tips to successful retirement planning

Saving for retirement, even if you're behind

Article: 6 minutes

Read article: Saving for retirement, even if you're behind

Going beyond an annuity in retirement

Here are other things you can do to help prepare for times ahead.

Estate planning for future needs

Explore an easy way to create an estate plan online.

Learn about Trust & Will

Long term care

Find out why you should consider long-term care protection.

Learn how to manage the cost

Related footnotes:

  1. Money not previously taxed is taxed as income when paid. Withdrawals before age 59½ may be subject to a 10% federal tax penalty.

  2. Surrender charges may apply to withdrawals.

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