Sign In Menu Forms You'll need the free Adobe Reader to view these documents Search: Showing: 10 of 57 Forms All ServiceAccount Application Category Form Form ID Download 529-Education-Savings 529 Custodian Change Form Complete this form to change the account owner/custodian of your USAA 529 Education Savings Plan account to another individual or entity. 98316 529-Education-Savings 529 Incoming Transfer Form Complete this form if you are funding your USAA 529 Education Savings account from an existing USAA Mutual Funds non retirement account. 47548 529-Education-Savings 529 Change of Beneficiary Form Complete this form to change the Designated Beneficiary of your USAA 529 Education Savings Plan account. 47546 529-Education-Savings 529 Account Change Form/529 Successor Custodian account for non UGMA/UTMA Complete this form to make changes to your USAA 529 Education Savings account. 47549 529-Education-Savings 529 Investment Change Form Complete this form to make an investment change to your USAA 529 Education Savings Plan account. 47551 529-Education-Savings 529 3rd Party Automatic Investment Plan Form Complete this form to establish, change or cancel an Automatic Investment Plan for your USAA 529 Education Savings Plan. 98315 529-Education-Savings 529 Payroll Deduction Form Complete this form to establish or change payroll deduction/government allotment instructions on your USAA 529 Education Savings Plan account. 47901 529-Education-Savings 529 Distribution Form Complete this form to request a distribution from your USAA 529 Education Savings Plan account. 47547 529-Education-Savings 529 Successor Custodian account owner for UGMA/UTMA Complete this form to designate a Successor Account Owner (as Custodian) for your USAA 529 Education Savings Plan UGMA/UTMA account. 47550 529-Education-Savings 529 Rollover Form Complete this form if you are funding your USAA 529 Education Savings Plan account from another Qualified Tuition Program. 98631 Showing: 10 of 57 Forms Load More Victory Capital means Victory Capital Management Inc., the investment adviser of the Victory Capital mutual funds, USAA Mutual Funds and the USAA 529 Education Savings Plan (Plan). The Victory Capital mutual funds and USAA Mutual Funds are distributed by Victory Capital Services, Inc., member FINRA, an affiliate of Victory Capital. The Plan is underwritten and distributed by Victory Capital Services, Inc. Victory Capital and its affiliates are not affiliated with United Services Automobile Association or its affiliates. USAA and the USAA logos are registered trademarks and the USAA Mutual Funds logo and the Plan logo are trademarks of United Services Automobile Association and are being used by Victory Capital and its affiliates under license. News Legal & Privacy Careers Mobile App Mutual Fund Prospectuses ETF Prospectuses Accessibility Support FAQs Connect with us ©2021 Victory Capital Management Inc. This site is for Institutional Investor use only and not for public use or distribution. The information contained on this site is for informational purposes only without regard to the investment objective, financial situation or specific needs of any particular investor. It is not intended for use by institutional investors in a jurisdiction where distribution or purchase is not authorized. An “Institutional Investor” means any: bank, savings and loan association, insurance company or registered investment company; investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions); person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million; governmental entity or subdivision thereof; employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans; qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans; FINRA member or registered person of such a member; or person acting solely on behalf of any such institutional investor. By accessing this site you confirm that you are an Institutional Investor, you agree not to forward or make the contents of this site available to any person who is not an Institutional Investor, and you agree to be subject to Victory Capital’s user agreement Agree - I am an Institutional Investor Cancel We use cookies to create a better website experience for you. By using the Victory Capital website, you accept the use of cookies in accordance with our website terms of use and privacy policy.