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USAA 529 College Savings Plan™
Designation of Successor Account
Owner (as Custodian) for
UGMA/UTMA Accounts Form
Please complete this form to designate a Successor Account Owner for your USAA 529 College Savings Plan (Plan) UGMA/UTMA account. 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.
Note: If you want to designate a Successor for a non UGMA/UTMA, use the Account Change Request Form.
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.
1. Designation of Successor Custodian for UGMA/UTMA Plan Account
Note: Applicable laws determine who is eligible to become a Successor Custodian.
Account Number (11 digits)
USAA Number (if any) of Account Owner
I,
Current Custodian First Name
MI
Last Name
, in the event of my death, hereby designate
Designated Successor Custodian First Name
MI
Last Name
, to act as Successor Custodian for the USAA 529 College Savings Plan account having the Designated Beneficiary of
Minor’s First Name
—
Minor’s Social Security
MI
Last Name
—
Minor’s Date of Birth (mm/dd/yyyy)
Current Custodian:
I have executed this Designation of Successor Custodian on
Date
X
Current Account Owner (as Custodian) Signature (Required) X
Witness Signature (Required) (Witness cannot be Designated Successor Custodian.)
Date
47550-0315
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USAA 529 College Savings Plan™ Designation of Successor Account Owner (as Custodian) for UGMA/UTMA Accounts Form
Successor Custodian:
I hereby accept custodianship for the above-named minor’s account in the event of the death of the current custodian before the minor reaches the age that
custodianship ends in his/her state.
X
Successor Account Owner (as Custodian) Signature (Required)
—
Date —
Successor Custodian Social Security/Tax ID Number
Successor Custodian Date of Birth (mm/dd/yyyy)
Physical Address (P.O. Box or private mailbox cannot be accepted.)
—
City
State
Zip
Mailing Address (if different from Physical Address)
—
City
State
—
—
Zip
—
Daytime Phone
—
Evening Phone
USAA Number (if any) of Successor Account Owner
Yes No
Are you a U.S. citizen? Are you a Resident Alien? Yes No (Nonresident aliens are not eligible to participate in the Plan.)
Mailing address:
USAA 529 College Savings Plan
P.O. Box 55354
Boston, MA 02205-5354
If no, please specify country of citizenship.
For overnight delivery or registered mail, send to:
USAA 529 College Savings Plans
95 Wells Ave Ste 155
Newton, MA 02459
47550-0315
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