If you are a member of the United Services Automobile Association (USAA), you may be able to take advantage of its transfer form. This form allows you to move your funds from one account to another without having to write a check or withdraw cash. This can be a convenient way to manage your money, and it may also offer some tax benefits. Review the requirements for using the USAA transfer form, and learn how to complete the process.
Here is some information that could be beneficial if you're trying to determine how much time it will require you to complete usaa transfer form and the number of PDF pages it contains.
Question | Answer |
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Form Name | Usaa Transfer Form |
Form Length | 2 pages |
Fillable? | No |
Fillable fields | 0 |
Avg. time to fill out | 30 sec |
Other names | usaa forms to remove joint accoint user, usaa city and state for direct deposit, usaa from form, usaa direct deposit authorization |
USAA Federal Savings Bank
10750 McDermott Freeway
San Antonio, Texas
Account and Transaction Authorization
USAA Member Number _________________________
Complete and sign this form to Add an Account for future use and/or to set up an Automatic Funds Transfer. Return the original to us and keep a copy for your records. Mail the form to the address shown above or fax to
Add An Account
Provide account information below to set up an account for use in future transactions. 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. You may not add commercial accounts.
To protect you from fraud and theft, we verify ownership of
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.
Are you a signature authority on the account?
Yes
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No You will only be able to transfer to this account. |
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Checking |
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Savings |
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Account Holder Name |
Account Type |
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Account Number |
Primary |
Secondary |
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 |
USAA Member Number |
**For purposes of this form, USAA means United Services Automobile Association and its insurance, banking, and investment affiliates as follows:
Banking
Insurance
USAA Federal Savings Bank ■ Fax |
■ usaa.com |
Page 1 of 2 |
Automatic Funds Transfer Request
Provide account information below to set up automatic funds transfers on a schedule you establish. You must be the account owner or have signature authority for the account you want to transfer funds from.
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 below, including transactions that may be necessary to correct any errors.
•You understand that ACH (Automated Clearing House) transactions must comply with US laws.
•You understand that this authorization will remain in effect until you cancel it and USAA** has time to act.
$
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Start Date |
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End Date |
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Weekly |
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Every 2 Weeks |
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Monthly |
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1st & 15th |
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Every 2 Months |
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Frequency |
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FROM:
Account Number |
Routing Number |
Checking
Savings
Account Holder |
Bank Account Type |
TO:
Account Number |
Routing Number |
Checking
Savings
Account Holder |
Bank Account Type |
Automatic funds transfers scheduled for a holiday or weekend will generally occur on the previous business day. We will not complete your first transfer until we have completed the account verification process. Transactions involving
Signature of Account Holder |
Date |
USAA Member Number |
**For purposes of this form, USAA means United Services Automobile Association and its insurance, banking, and investment affiliates as follows:
Banking
Insurance
USAA Federal Savings Bank ■ Fax |
■ usaa.com |
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