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USAA Life Insurance Company

USAA life insurance, health insurance and annuity forms

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Find the USAA forms you need.

Download and print the PDF forms, then follow the instructions to return them when you’ve completed them.

Common forms

Required minimum distributions

Set up required minimum distributions from your annuity.

View Required minimum distributionsPDF (Opens new window)

Beneficiary change

Change the beneficiaries for your life insurance policies or annuities.

View Beneficiary change PDF (Opens new window)

Direct deposit

Set up direct deposit to your bank account from an annuity.

View Direct deposit PDF (Opens new window)

Third-party authorizations

Power of attorney

Allow someone to handle business with us on your behalf.

View Power of attorney PDF (Opens new window)

Letter of authority

Allow someone to ask about your life insurance or annuity contract.

View Letter of Authority PDF (Opens new window)

Distributions and payments

Direct deposit

Set up direct deposit to your bank account from an annuity.

View Direct deposit PDF (Opens new window)

Required minimum distributions

Set up required minimum distributions from your annuity.

View Required minimum distributions PDF (Opens new window)

Automatic payments

Set up recurring automatic payments for your life or health insurance.

View Automatic payments PDF (Opens new window)

One-time credit card payment

Use your credit card for an initial, reinstatement or overdue premium payment for a life insurance policy.

View One-time credit card payment PDF (Opens new window)

Owner changes

Use these forms to change owners for your life insurance policy or annuities, depending on your policy or contract.

Single owner

Transfer ownership to another person, trust or organization.

View Transfer Owner - Single owner PDF (Opens new window)

Multiple owners

Transfer ownership when there’s more than one current owner.

View Transfer Owner - Single Multiple owners PDF (Opens new window)

Ownership after death with single owner

Transfer ownership after the original owner has passed away.

View Transfer Ownership after death with single owner PDF (Opens new window)

Ownership after death with multiple owners

Transfer ownership after all listed owners have passed away.

View Transfer Ownership after death with multiple owners PDF (Opens new window)

Successor owner

Add a successor who’ll become the owner when you pass away.

View Add Successor owner PDF (Opens new window)

Business owner

Tell us who’s listed as the owner of the life insurance policy or annuity for the business or trust.

View Business owner authorization PDF (Opens new window)

Other changes

Beneficiary change

Change the beneficiaries for your life insurance policies or annuities.

View Beneficiary change PDF (Opens new window)

Annuitant change

Change the name of the person receiving annuity payments.

View Annuitant change PDF (Opens new window)

Collateral use

Offer your life insurance policy or annuity as collateral for a bank loan.

View Collateral Assignment PDF (Opens new window)

Annuity tax exception

Request an exception to current taxes on your annuity in all states except New York.

View Annuity tax exception PDF (Opens new window)

New York annuity tax exception

Request an exception to current taxes on your annuity. Use this form if you live in New York or if your annuity account summary lists USAA Life Insurance Company of New York as the issuing company.

View New York annuity tax exception PDF (Opens new window)

Transfers and rollovers

IRA transfer to annuity

Move your IRA funds into one or multiple annuities.

View IRA transfer to annuity PDF (Opens new window)

Rollover into a tax-qualified retirement plan

Rollover funds from your tax-qualified plan into a qualified USAA annuity.

View Rollover into a tax-qualified retirement PDF (Opens new window)

New York rollover into a tax-qualified retirement plan

Rollover funds from your tax-qualified plan into a qualified USAA annuity. Use this form if you live in New York or if your annuity account summary lists USAA Life Insurance Company of New York as the issuing company.

View New York rollover into a tax-qualified retirement plan PDF (Opens new window)

IRA Conversion and recharacterization

Traditional IRA to Roth IRA

Convert some or all of your Traditional IRA to a Roth IRA.

View Traditional IRA to Roth IRA PDF (Opens new window)

New York Traditional IRA to Roth IRA

Convert some or all of your Traditional IRA to a Roth IRA. Use this form if you live in New York or if your annuity account summary lists USAA Life Insurance Company of New York as the issuing company.

View New York Traditional IRA to Roth IRA Conversion PDF (Opens new window)

IRA recharacterization

Change the tax type of your annuity contribution from a Roth IRA to Traditional IRA or vice versa.

View IRA tax type Recharacterization PDF (Opens new window)

USAA survivor checklist

To help guide you through what comes next, our survivor checklist outlines common steps and financial responsibilities after a loss. We’re here to support you every step of the way.

View USAA survivor checklist  (Opens new window)

Life insurance and Annuity claims

Death within 2 years

Use this form if the policyholder died within 2 years of the policy start date.

View File a Claim for Death within 2 years PDF (Opens new window)

Death after 2 or more years

Use this form if the policyholder died 2 or more years after the policy start date.

View File a Claim for Death after more than 2 years PDF (Opens new window)

Death outside the U.S. in less than 2 years

Use this form if the policyholder died outside the U.S. within 2 years of the policy start date.

View File a Claim for Death outside the U.S. in less than 2 years PDF (Opens new window)

Death outside the U.S. after 2 or more years

Use this form if the policyholder died outside the U.S. 2 years or more after the policy start date.

View File a Claim for Death outside the U.S. after 2 or more years PDF (Opens new window)

Annuity claims

Use this form if the annuitant has died outside the United States.

View File a Claim for Annuity PDF (Opens new window)

Other claims

Disability claims

Request a waiver of your premium payments, or apply for income replacement benefits if you’re unable to work due to a disability.

View File a Claim for Disability PDF (Opens new window)

New York disability claim

Request a waiver of your premium payments, or apply for income replacement benefits if you’re unable to work due to a disability. Use this form if you purchased your insurance policy in New York.

View File a Claim for New York disability PDF (Opens new window)

Disclosures and notices

Disclosure of Servicemembers' Group Life Insurance

Learn about a life insurance program offered by the Federal Government for military members and their families.

View Disclosure Servicemember’s Group Life PDF (Opens new window)

Notice of health information privacy practices

Learn how we use your medical information and how you can access the same information.

View Notice of health information privacy practices PDF (Opens new window)

Related footnotes:

  1. Bank products offered by USAA Federal Savings Bank, Member FDIC. Credit card, mortgage and other lending products not FDIC-insured.

  2. USAA is an Equal Housing Lender

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