USAA Account and Transaction Authorization form at a glance
What it is: Account and Transaction Authorization is the form to Add an Account for future use and/or to set up an Automatic Funds Transfer.
Where and when to file: Return the original and keep a copy for your records. Mail the form to USAA Federal Savings Bank, 10750 McDermott Freeway, San Antonio, Texas 78284-9876.
A filled-in USAA Account and Transaction Authorization form example: adding a savings account
How to fill out USAA Account and Transaction Authorization form, box by box
USAA Member Number
Enter your USAA Member Number.
Are you a signature authority on the account?
You must be the account owner or have signature authority for any account you want to use to pay USAA bills or transfer funds both to and from.
If you are not the account owner or do not have signature authority, you may only transfer funds to the account.
Are you a signature authority on the account? Yes or No: for No, you will only be able to transfer to this account.
Account Holder Name, Account Type and Account Number
Enter the Account Holder Name, mark Checking or Savings for the Account Type and enter the Account Number.
9-Digit Routing Number
Enter the 9-Digit Routing Number. Contact your financial institution if you do not know the number.
Primary E-mail Address and Secondary E-mail Address
Enter the Primary E-mail Address and the Secondary E-mail Address.
What would you like to name the account?
What would you like to name the account? This name will display in your account. Example: ABC Bank Savings, Johnnys Checking.
Signature of Account Holder, Date and USAA Member Number
Sign as Signature of Account Holder and enter the Date and the USAA Member Number.
By signing and returning this form: You confirm that you have authority to make withdrawals from and deposits to this account. You authorize USAA** and its affiliates to store the account information you have provided in order to make any transactions you request from this account.
This account will be available for future USAA** transactions, including transactions you request by phone or through usaa.com, until you remove it. Bank reserves the right to discontinue this service at any time.
Automatic Funds Transfer Request
Automatic Funds Transfer Request: Provide account information to set up automatic funds transfers on a schedule you establish.
Enter the Amount, the Start Date and the End Date.
For Frequency, mark Weekly, Every 2 Weeks, Monthly, 1st & 15th or Every 2 Months.
You must be the account owner or have signature authority for the account you want to transfer funds from.
Under FROM: and under TO:, enter the Account Number, the Routing Number, the Account Holder and mark Checking or Savings for the Bank Account Type.
Add the Signature of Account Holder, the Date and the USAA Member Number to the Automatic Funds Transfer Request.
By signing and returning this form: You confirm that you have authority to make withdrawals from and deposits to these accounts.
You authorize USAA** to initiate electronic transactions to, from, or between the accounts listed under FROM: and TO:, including transactions that may be necessary to correct any errors.
You understand that this authorization will remain in effect until you cancel it and USAA** has time to act.
More rules for USAA Account and Transaction Authorization form
To protect you from fraud and theft, USAA verifies ownership of non-USAA accounts. If the account and financial institution information are on file with USAA, USAA can verify ownership immediately. Temporary deposits verify ownership of accounts that are not on file with USAA. If temporary deposits are required for verification you will receive an email or if you do not have a computer or email address on file with USAA, contact a representative for instructions to complete the verification process.
Automatic funds transfers scheduled for a holiday or weekend will generally occur on the previous business day.
Your first transfer will not be completed until the account verification process has been completed.
Transactions involving non-USAA accounts may take up to 2 business days to be applied.
Common questions about USAA Account and Transaction Authorization form
Where do I file it?
Fax the form to 1-800-531-5717.
When is this form not the right one?
You may not add commercial accounts.
Sources
[1] Account and Transaction Authorization (80826-0708), USAA Federal Savings Bank (the Official source link on this page).
