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NEXT STEPS:A GUIDE TO financial RESPONSIBILITIES FOLLOWING Steps: A GUIDE TO financial RESPONSIBILITIES FOLLOWING a loved one can bring about a number of legal and financial concerns. The goal of this guide is t o outline the matters you ll need to address and to equip y ou with the information and resources you need to t ake care of our ded ic ated team help you manage and settle details of your loved one s USAA membership. Navigating multiple lines of business can be challenging, our team is ready to assist and help you through the process. Visit us at or contact us Monday thro ugh Friday 7:30AM to 6:00PM CT at 1-800-292-8294 Affidavit A sworn statement in writing made before an authority figure such as an Someone who is named to take charge of an estate or the assets of an individual who has died without leaving a will or formal instructions; similar to an executor.

• Unmarried child may rec eive benefit until 18 years of age (22 if in school). • Benefit is taxable for federal income tax purposes. ... possible financial hardship to surviving beneficiaries, family members or executors. • If you need assistance completing your claim forms, call (800) 321-1080. ...

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