Identification Form For You And Your Attorney-In-Fact (Page 2 of 8) in pdf

Identification Form For You And Your Attorney-In-Fact Page 2

Stock transfers/Real Estate Transactions. Stock transfer agents for brokerage or

mutual fund accounts may require a separate designation for your agent to execute a stock

power before allowing him or her to trade. USAA may request a separate power of attorney

form for real estate transactions.

Options and Margin Trading Privileges. In order for your agent to trade on margin or

options in your IMCO brokerage account, your agent, must complete a USAA Option Account

Application and/or Margin Account Privileges Supplemental Application and the Durable

Power of Attorney Affidavit and Indemnification form, as applicable, and must be approved

for options and/or margins trading.

Instructions to Complete the Form below:

If you decide to use this USAA POWER OF ATTORNEY form, please read the instructions below:

1. Complete the Identification Form and the USAA POWER OF ATTORNEY.

2. All applicable blanks in the forms must be filled in. If not applicable, mark N/A.

3. Your signature must be acknowledged before either a notary public or a person

authorized under 10 USC § 1044a to perform a notarial act for members of the armed

services.

4. If you do not include a termination date, it will be presumed to be in effect until either

your death or a written or oral revocation is received by USAA.

5. You have the option of appointing an alternate attorney-in-fact to represent you in case

your first appointee dies or is unwilling to serve. Written notification will be required to

appoint the alternate attorney-in-fact.

6. Online access to account is only granted to your agent if the ALL THE POWERS LISTED

BELOW is selected on page 5.

It is important that you return the completed USAA POWER OF ATTORNEY form and the

Identification Form by sending it to USAA, Power of Attorney Processing, P.O. Box

659464, San Antonio, TX 78265 or faxing the printed form to 1-800-531-8877. If you

have any questions on how to complete this form, please contact your attorney or

military legal office.

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Identification Form For You And Your Attorney-In-Fact Page 2