What Happens to Your USAA Estate Services Account When You Die
Quick Facts
Eligibility
Military members and families
Contact
1-800-531-8722
Services
Insurance, banking, investing
Step-by-Step Guide
Contact USAA estate services
Contact USAA at 1-800-531-8722 to initiate the estate process for all USAA accounts — banking, insurance, and investments.
Download account documents
Download insurance policies, investment statements, and banking records from the USAA account.
Document Now Checklist
- USAA member number
- Accounts held (banking, insurance, investments)
- Beneficiary designations
Last verified: June 2026. Platform policies may change. Verify current procedures directly with USAA Estate Services. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Social Security
Social Security must be notified of death immediately. Benefits paid after death must be returned. Survivor benefits may be available.
IRS / Tax Returns
A final individual tax return must be filed for the year of death. Estates over $13.61M may owe federal estate tax.
Veterans Affairs (VA)
Veterans are entitled to burial benefits, a headstone or marker, a burial flag, and Presidential Memorial Certificate — all at no cost.
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