USAA Life Insurance Company (aka: USAA Life) - General Status
USAA Life Insurance Company has entered into an Umbrella ISA.
USAA Life Insurance Company (aka: USAA Life) Web Homepage
USAA Life has NOT provided any link to its home office webpage. As soon as USAA Life provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by USAA Life to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
USAA Life offers the following type of 403(b) investment option:
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:
- End of List Declared by USAA Life
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.
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USAA Life Insurance Company (aka: USAA Life) - Finley School District 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 Finley School District - USAA Life Insurance Company GROUP NUMBER: To Be Determined
Finley School District EIN
When contacting USAA Life or its local contacts, you may require the Finley School District EIN: 916001572
Finley School District 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 Finley School District list of authorized vendors.
Request Additional Information from USAA Life Insurance Company
USAA Life has not provided us with any online contact methods. 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 Finley School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Finley School District
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
.
Vendor FormsUSAA Life has not provided copies of or links to any Vendor Forms. Please contact USAA Life to request any forms you might need.
Finley School District Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the Finley School District 403(b) Plan and much more on the Finley School District Information Page, available by clicking here.
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