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USA 529 College Savings Plan Change of Designated Beneficiary Form Note: This form should not be used to change the Designated Beneficiary of a UGA/TMA Plan account. The custodian will not be able
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The USAA 529 College Savings Plan is a tax-advantaged way to save for future education expenses.
The account holder or the custodian is required to file the USAA 529 college savings plan.
You can fill out the USAA 529 college savings plan online through their website or by contacting their customer service for assistance.
The purpose of the USAA 529 college savings plan is to help individuals save for educational expenses such as tuition, books, and housing costs.
Information such as account contributions, withdrawals, account earnings, and beneficiary details must be reported on the USAA 529 college savings plan.
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