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Contact Us
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| By Phone: |
1-800-798-6600
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| Hours: |
Monday - Friday, 7 a.m. to 8 p.m., CT
Saturday, 9 a.m. to 1 p.m., CT
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| By Mail: |
CUNA Mutual Insurance Society
2000 Heritage Way
Waverly, IA 50677-9202
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| By Fax: | 1-608-236-8030 |
| Service Call Request |
| Suggestion Box |
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For more information, contact the MEMBERS Financial Services Representative serving CUNA Mutual Group Service for a no cost, no obligation consultation.
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View Policy Information
Address Change
Claim Information
Ownership Change
Summary of Values and Coverage
Absolute Assignment Form  (51 KB)
Beneficiary Change - CUNA Mutual Insurance Society (259 KB)
Change Name (51 KB)
Deposit Withdrawal Form (106 KB)
Extend Annuity Date (40 KB)
Notice of Withholding Form (9 KB)
Preauthorized Payment Plan - CUNA Mutual Insurance Society (61 KB)
RMD Automatic Withdrawal Form - Fixed Annuity (36 KB)
RMD Automatic Withdrawal Form - Index Annuity (36 KB)
Service Request Form - Fixed Annuity (101 KB)
Service Request Form - Index Annuity (66 KB)
Systematic Withdrawal Form - Fixed Annuity (61 KB)
Systematic Withdrawal Form - Index Annuity (74 KB)
Frequently Asked Questions (FAQs)
Glossary of Terms
IRA Contribution Information
Partial Withdrawal Information
Payment Information
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Forms & FAQs for All Products
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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©1997-2009 CUNA Mutual Group.
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