Required minimum distributions
Set up required minimum distributions from your annuity.
USAA Life Insurance Company
USAA life insurance, health insurance and annuity forms
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
Beneficiary change
Change the beneficiaries for your life insurance policies or annuities.
Direct deposit
Set up direct deposit to your bank account from an annuity.
Third-party authorizations
Power of attorney
Allow someone to handle business with us on your behalf.
Letter of authority
Allow someone to ask about your life insurance or annuity contract.
Distributions and payments
Direct deposit
Set up direct deposit to your bank account from an annuity.
Required minimum distributions
Set up required minimum distributions from your annuity.
Automatic payments
Set up recurring automatic payments for your life or health insurance.
One-time credit card payment
Use your credit card for an initial, reinstatement or overdue premium payment for a life insurance policy.
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.
Multiple owners
Transfer ownership when there’s more than one current owner.
Ownership after death with single owner
Transfer ownership after the original owner has passed away.
Ownership after death with multiple owners
Transfer ownership after all listed owners have passed away.
Successor owner
Add a successor who’ll become the owner when you pass away.
Business owner
Tell us who’s listed as the owner of the life insurance policy or annuity for the business or trust.
Other changes
Beneficiary change
Change the beneficiaries for your life insurance policies or annuities.
Annuitant change
Change the name of the person receiving annuity payments.
Collateral use
Offer your life insurance policy or annuity as collateral for a bank loan.
Annuity tax exception
Request an exception to current taxes on your annuity in all states except New York.
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.
Transfers and rollovers
IRA transfer to annuity
Move your IRA funds into one or multiple annuities.
Rollover into a tax-qualified retirement plan
Rollover funds from your tax-qualified plan into a qualified USAA annuity.
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.
IRA Conversion and recharacterization
Traditional IRA to Roth IRA
Convert some or all of your Traditional IRA to a Roth IRA.
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.
IRA recharacterization
Change the tax type of your annuity contribution from a Roth IRA to Traditional IRA or vice versa.
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.
Life insurance and Annuity claims
Death within 2 years
Use this form if the policyholder died within 2 years of the policy start date.
Death after 2 or more years
Use this form if the policyholder died 2 or more years after the policy start date.
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.
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.
Annuity claims
Use this form if the annuitant has died outside the United States.
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.
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.
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.
Notice of health information privacy practices
Learn how we use your medical information and how you can access the same information.