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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.

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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

Maximize your annuity with USAA tools

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Maximize your annuity with USAA tools

Video Duration: 2 minutes 2 seconds

Annual review: Elapsed time 0 seconds [0:00]

If you're just starting out with annuities or if you're diversifying your current portfolio, purchasing a USAA annuity can help you reach your financial goals.

It's a good idea to review your annuity portfolio at least once a year.

Manage your account: Elapsed time 14 seconds [0:14]

You can manage your annuity contract online. Log on to your account at usaa.com or the USAA mobile app.

Select your annuity contract to view information on your account summary page.

You can view dollar values or payouts, options to transfer funds, financial details, contract details, payout details, beneficiary information, transactions, contract roles, common forms and an annuity service hub as a helpful resource.

Annuity summary details: Elapsed time 48 seconds [0:48]

Each annuity type offers unique financial benefits that are highlighted at the top of the summary page.

Growth-focused annuities display accumulated value.

Some deferred annuities display the current interest rate, which also reflects initial interest rates.

Others show a more detailed summary of current rates versus guaranteed rates.

Payout annuities display the premium and payout amounts with your preferred payout schedule.

Survivor support: Elapsed time 1 minute 15 seconds [1:15]

An invaluable feature of your USAA coverage is the assistance of a survivor relations team.

They provide dedicated support for your surviving family members and beneficiaries during the challenging time of loss and help provide peace of mind by securing your legacy.

For more information, visit usaa.com/survivorship.

Retirement planning: Elapsed time 1 minute 37 seconds [1:37]

Our goal is to help you navigate your retirement plans to stay prepared and on track.

We want to ensure that you're able to focus on what really matters: family, friends and enjoying your retirement.

For more information, contact us at 800-531-3392 or schedule a call with an annuity specialist.

End: 2 minutes 2 seconds

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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 6:00 p.m. CT
Saturday
Closed
Sunday
Closed

Note: Days and times may vary.

Tell us what’s changing

Retirement planning resources

Are you spending too much in retirement?

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Read article: Are you spending too much in retirement?

Tips to successful retirement planning

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Read article: 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

When to take Social Security: A guide to maximizing benefits and financial security

Article: 10 minutes

Read article: When to take Social Security: A guide to maximizing benefits and financial security

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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