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Jefferson School District

USAA Life Insurance Company

This Vendor Page has not been approved by USAA Life Insurance Company,
but the information provided should be useful to you.

USAA Life Insurance Company - General Status

USAA Life Insurance Company has entered into an Umbrella ISA.

USAA Life Insurance Company Web Homepage

USAA Life has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on USAA Life investment products:

Fee Information

Click the link(s) below for information on the fees associated with USAA Life accounts:

403(b) Investment Options

USAA Life offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

USAA Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of USAA Life are marketed using the following approaches:

Helpful Employee Resources

USAA Life has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment USAA Life provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with USAA Life, please visit our General USAA Life Insurance Company Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.


USAA Life Insurance Company - Jefferson Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

USAA Life Insurance Company Plan Number

When contacting USAA Life or its local contacts, have ready your Jefferson - USAA Life Insurance Company PLAN OR GROUP NUMBER: To Be Determined

Jefferson EIN

When contacting USAA Life or its local contacts, you may require the Jefferson EIN: 936000758

Jefferson Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for USAA Life on Jefferson list of authorized vendors.

Request Additional Information from USAA Life Insurance Company

USAA Life has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

USAA Life Insurance Company has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Jefferson 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Jefferson does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

USAA Life Insurance Company does not require any monthly contribution amount .

Jefferson Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Jefferson 403(b) Plan and much more on the Jefferson Information Page, available by clicking here.