USAA PROVIDES MEMBERS SURVIVORS ASSISTANCE

At the Council of Chapters meeting in SLO a question was asked from the audience regarding the availability of assistance to survivors of members with USAA accounts. I asked the question and received the following information.

CDR John Sammons, USPHS (RET)
Secretary, CAL-MOAA

Thank you for e-mailing the USAA Financial Advice Center regarding the free consultation with a USAA CERTIFIED FINANCIAL PLANNER TM that a surviving USAA member is entitled to.

USAA understands that losing a loved one is difficult from both an emotional and financial standpoint. As such, the Survivor Relations Team at USAA which helps surviving USAA members transition the decedent’s accounts offers the free consultation with the planners.

The consultation is to serve as a free resource to the survivor where they can bounce basic probate questions, estate transfer, inheritance questions, and to answer any other inquiries
the member may have. There are a few basic requirements though. The decedent should
have passed away no less than a year ago and the decedent must have been an immediate family member. The consultation services are also offered to member’s whose immediate family member is terminally ill.

If you have any further questions, please do not hesitate to call the USAA Financial Advice Center at (800) 771-9960.

Domingo Villarruel, CFP, CRPC

Financial advice provided by the Financial Advice Center as a service of USAA Financial Planning Services Insurance Agency, Inc. (known as USAA Financial Insurance Agency in California), and USAA Financial Advisors, Inc., a registered broker dealer. Bank products provided by USAA Federal Savings Bank, equal housing lender, Member FDIC

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