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USAA 529 College Savings Plan™
Account Change Request Form
Please indicate below changes that you wish to make to your USAA 529 College Savings Plan (Plan) account. Please complete all of the information requested under each
applicable change, and fill out only the Section(s) that apply. For help completing this form, call toll-free at (800) 292-8825, Monday through Friday, 7:30 a.m. to 8:00 p.m.
Central Time and Saturday from 8:00 a.m. to 5:00 p.m. Central Time or visit us at usaa.com.
IMPORTANT INFORMATION. Federal law requires us to obtain, verify, and record your name, address, date of birth, and other information that will allow us to
identify you when you open an account and in certain other circumstances.
Note: To change the Designated Beneficiary of your USAA College Savings Plan account, use the Change of Designated Beneficiary Form.
1. Current Registration and Mailing Address (please print)
Note: Social Security Numbers or taxpayer ID numbers are required in order for any request to be processed.
Account Number
Account Owner/Trustee/Custodian First Name
MI
Last Name
Name of Trust (if applicable)
—
—
Account Owner USAA Number (if any)
Account Owner Social Security Number/Taxpayer ID Number
Physical Address (P.O. Box or private mailbox cannot be accepted.)
—
City
State
Zip
State
Zip
Mailing Address (if different from Physical Address)
—
City
—
—
—
Daytime Phone
Designated Beneficiary First Name
—
Evening Phone
MI
Last Name
47549-0315
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USAA 529 College Savings Plan™ Account Change Request Form
2. Address Change(s)
Account Owner
New Physical Address (P.O. Box or private mailbox can not be accepted.)
—
City
State
Zip
Mailing Address (if different from Physical Address)
—
City
State
—
—
Zip
—
Daytime Phone
—
Evening Phone
Designated Beneficiary (If Designated Beneficiary address is same as Account Owner, write “same” below.) New Physical Address (P.O. Box or private mailbox can not be accepted.)
—
City
State
—
—
Zip
—
Daytime Phone
—
Evening Phone
3. Successor Account Owner Information (Check one.)
Do not complete this Section to designate a Successor Account Owner for an UGMA/UTMA Plan account. To complete this Section, you must sign and
date below.
An Individual Account Owner may designate a Successor Account Owner to become the owner of the account upon the Account Owner’s death (and submission
of a certified death certificate) or legal incompetence by completing this Section 3. A separate form is required for each account. Please note that the Successor
Account Owner must be eligible to be an Account Owner. In order to designate a Successor Account Owner for a USAA 529 College Savings Plan UGMA/UTMA
account, you must complete the Designation of Successor Account Owner (as Custodian) for UGMA/UTMA Form.
Note: Plan accounts registered as Trust accounts may not designate a Successor Account Owner.
Revoke the current Successor Account Owner without designating a new Successor Account Owner.
Designate a new Successor Account Owner using the information provided below. This designation overrides and replaces any previous
Successor Account Owner designation(s). I certify that the Successor Account Owner is a U.S. citizen or Resident Alien.
(Nonresident aliens are not eligible to be named as Successor Account Owner of a Plan Account.)
Account Owner/Trustee First Name
MI
Last Name
Relationship to Account Owner
Date of Birth (mm/dd/yyyy)
USAA Number (if any)
Name of Trust (if applicable)
47549-0315
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USAA 529 College Savings Plan™ Account Change Request Form
4. Subsequent Contribution Methods
Subsequent contributions of $50 or more may be made at any time. Electronically transfer funds from the account listed in Section 5.
Check one:
Establish a new plan Change an existing plan Cancel an existing plan
Automatic Investment Plan (AIP) — You can make automatic purchases from your bank account into your USAA 529 College Savings Plan account.
Amount invested each period ($50 minimum)
Investment Frequency:
,
$
.
Once a month on the
day of the month or
Twice a month on the
and
days of the month.
This privilege will be effective 15 days after we receive your application in proper form. If no amount is chosen, your bank account will be debited $50 per period.
If no date is chosen, your account will be debited on the 15th day of the month. If the date(s) you choose falls on a weekend or holiday, your AIP purchase will occur
on the next business day.
If you are interested in establishing a third-party Automatic Investment Plan (AIP), please contact an Investment Professional at (800) 292-8825 for more details.
5. Bank Information
To establish account options by Electronic Funds Transfer (EFT) at any time, your bank account registration MUST have at least one name in common with your
USAA 529 College Savings Plan Account Owner. The Plan, Ascensus Broker Dealer Services, Inc. (“Program Manager”), USAA and any of their affiliates, including
any officers, directors, employees, or agents of these entities will not be responsible for any loss, cost or delays as a result of banking system delays beyond
their control. I authorize my bank to honor all entries to my bank account initiated through BNY Mellon Bank on behalf of the Plan. I understand and agree that
neither the Program Manager nor USAA will be liable for acting upon instructions believed genuine and in accordance with the procedures described in the Plan
Description and Participation Agreement or the rules of the Automated Clearing House. I further agree that any such authorization, unless previously terminated by
my bank in writing, is to remain in effect until the Program Manager receives and has a reasonable amount of time to act upon a subsequent notice.
Please check the box to confirm that your ACH transactions will not involve a bank or other financial services company, including any branch or office
thereof, located outside the territorial jurisdiction of the United States.
Name of Financial Institution Checking
Savings
Type of Account
Name of Account Owner
Transit Routing Number (The nine-digit number in lower left corner of check) Account Number
6. Interested Party
Complete this section if you want additional persons as an interested party to receive quarterly account statements on the account or if you are replacing or
changing interested party information on your Account. To add or change information for more than one interested party, use a separate sheet.
Check one: Add Replace interested party First Name
Change current information
MI
Delete
Last Name
Address
—
City
State
—
Zip
—
Phone
Relationship to Account Owner
47549-0315
3
USAA 529 College Savings Plan™ Account Change Request Form
7. Signature
I certify that the information I have provided, and all future information I will provide with respect to my USAA 529 College Savings Plan account, is true,
complete, and correct. I have received, read, and agree to the terms set forth in this form, Plan Description and Participation Agreement.
If AIP and/or EFT is selected, I authorize the Program Manager to begin, and the financial institution named on the enclosed voided check or deposit slip to
accept, electronic deposits (credits) and withdrawals (debits) to my designated Plan account and to reverse, if necessary, any deposits or withdrawals made
in error to my Plan account. Automated debit or credit entries shall constitute my receipt for the transaction(s). I acknowledge that the origination of ACH
transactions to my Plan account must comply with U.S. law. This authority is to remain in full force and effect until the Program Manager has received written
notification from me, or I have provided telephone notification to USAA, of its termination at such time and in such manner as to give the Program Manager
reasonable opportunity to act on it.
I understand that if I am changing and/or naming the Successor Account Owner in Section 3, I certify that it is my intent to either revoke a Successor
Account Owner, or revoke the Successor Account Owner and name a new Successor Account Owner, or designate a Successor Account Owner for the
first time. I have read the Plan Description and Participation Agreement and understand that a change in circumstance, (such as a divorce) may,
pursuant to applicable law, automatically revoke this designation. I also understand that instructions provided on this form override any Successor
Account Owner instructions included in a will or codicil. I agree to notify my Successor Account Owner of his/her status, and I will indicate that a
certified copy of a death certificate or other legally acceptable proof of death identifying the Account Owner by name should be presented to the
Program Manager upon my death.
To initiate any change, you must sign and date here.
X
Account Owner/Trustee/Custodian Signature Please print name
Date
Please print name
Date
X
Co-Trustee Signature (sign only if a trust account)
(If a Trust is the account owner, all Trustees must sign this form.)
Mailing address:
USAA 529 College Savings Plan
P.O. Box 55354
Boston, MA 02205-5354
For overnight delivery or registered mail, send to:
USAA 529 College Savings Plans
95 Wells Ave Ste 155
Newton, MA 02459
47549-0315
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