Memorandum of Trust
STEP 1: All sections are required and must be completed.
STEP 2: Trustee and Successor Trustee information must include Name and Member Number OR Name, Social Security
Number and Date of Birth.
STEP 3: Sign the document where indicated. All Trustees must sign in order to complete request.
STEP 4: Send an attached copy of the title and signature page(s) of the Trust. (The cover sheet cannot be used in place of
the title page.)
Trust Information
___________________________________________________________________________________________________
USAA Number
Trust Name
_______________________________________________________________________
________________
Date of Trust and Amendments (if any)
Trust Tax ID or Grantor’s SSN
This Account is:
 Existing  New
If New, Select the Account Type:
 Checking  Savings  Certificate of Deposit
Trustee Information
If space is needed for additional Trustees or Successor Trustees please use a separate sheet of paper.
___________________________________________________________________________________________________
Trustee’s Name
USAA Number
OR
(SSN
AND
DOB)
___________________________________________________________________________________________________
Co-Trustee’s Name (if any)
USAA Number
OR
(SSN
AND
DOB)
___________________________________________________________________________________________________
Successor Trustee’s Name (if any)
USAA Number
OR
(SSN
AND
DOB)
___________________________________________________________________________________________________
Successor Trustee’s Name (if any)
USAA Number
OR
(SSN
AND
DOB)
___________________________________________________________________________________________________
Condition for Succession of Successor Trustee(s)
Read and Sign
I hereby certify that the following information is true and correct and the Bank can rely on the following
information until notified in writing of a change or termination.
___________________________________________________________________________________________________
Grantor’s Signature
Date
___________________________________________________________________________________________________
Trustee’s Signature
Date
___________________________________________________________________________________________________
Co -Trustee’s Signature
Date
___________________________________________________________________________________________________
Date
Co-Trustee’s Signature
USAA Federal Savings Bank and USAA Savings Bank ■ Fax 1-800-531-5717
IMAGE= IMMOT
80746-0914