Account Owner/Custodian Change Form

USAA 529 College Savings Plan™
Account Owner/Custodian Change Form
Please complete this form to change the account owner/custodian of your USAA 529 College Savings Plan account to another individual or entity. This action will also
require a new Account Application completed by the new owner for the designated beneficiary. The original account will be closed and the balance will be transferred to
the new USAA 529 College Savings Plan 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: This form should not be used to change the Designated Beneficiary.
1. Current Account Information
Account Number
Current Account Owner/Trustee/Custodian First Name
MI
Last Name
Name of Trust (if applicable)
—
—
Current Account Owner/Custodian Social Security or Tax ID Number
USAA Number (if any)
2. Designated Beneficiary Information
Designated Beneficiary First Name —
MI
Last Name
—
Beneficiary Social Security number
98316-0315
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USAA 529 College Savings Plan™ Account Ownership/Custodian Change Form
3. New Account Owner/Custodian Information
New Account Owner/Trustee/Custodian First Name
MI
Last Name
Name of Trust (if applicable)
—
—
New Account Owner Social Security Number
New Account Owner USAA Number (if any)
Has the new Account Owner/ Custodian established an account for the designated beneficiary? (check one)
Yes
Account Number
No (you must open a new Plan account for the Designated Beneficiary by submitting it with a new Account Application with this form)
Check the appropriate box if the change of Account Owner/Custodian is due to death of the Account Owner/Custodian.
Check here if the Current Account Owner/Custodian is deceased and the named Successor Account Owner/Custodian is assuming ownership of this USAA
529 College Savings Plan. A completed USAA College Savings Plan Application is required along with a certified copy of the death certificate.
Check here if the Current Account Owner/Custodian is deceased and a Designation of Successor Account Owner/Custodian is not on file for this USAA 529
College Savings Plan. Contact USAA at 1-800-292-8825 for specific additional documentation that may apply for each particular situation. A
completed USAA 529 College Savings Plan Application is required along with a certified copy of the death certificate.
X
Current Account Owner/Successor Account Owner (if Due to Death) Signature Mailing address:
USAA 529 College Savings Plan
P.O. Box 55354
Boston, MA 02205-5354
Please print name
Date
For overnight delivery or registered mail, send to:
USAA 529 College Savings Plans
95 Wells Ave Ste 155
Newton, MA 02459
98316-0315
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