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Good Morning. I am wondering if someone can point me in the right direction. I just spent greater than 15 minutes on the telephone with a representative with questions about the W-9 form for my daughter's account. I don't want to send her SS# in the mail and the gentleman stated I go online and click on the account and I can find the form there to complete online instead of mailing it in. I am unable to find the form to complete online. I also checked in my documents and I don't see anything.
I would greatly appreciate some guidance.
Thank you for your time,
Andrea Ruiz Doyle
@Andi18, if your daughter is underage, the w-9 is not available for completion electronically. If you have the paper form, please know that you can also upload it to your USAA.com documents when completed instead of mailing it back. ~ Samantha