How do I add a a family trust as a beneficiary to my checking and savings accounts?

GB51
Contributor

Called to add a trust as a beneficiary to our checking and savings account and was told that the Trust needed to have its own tax identification number before signature cards would be mailed.  This doesn't seem right.  Can I please get a Payable On Death form of some kind?  Doesn't seem to exist on usaa.com

1 REPLY

@GB51 Hello, you do have to call in for that request. There is a specific team that handles that type of request and there is a packet that you will be sent that will include instructions of what is needed. I apologize if your were not given the appropriate directions. Our servicing agents will transfer you to the correct area. Thank you for reaching out. ~Suzy