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Contact Us
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| By Phone: |
1-800-877-6089
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| Hours: |
8:00am - 7:00pm CT Mon - Fri
24 hour automated response
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| By Mail: |
MEMBERS Mutual Funds
PO Box 8390
Boston, MA 02266-8390
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| Service Call Request |
| Suggestion Box |
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For more information, contact the MEMBERS Financial Services Representative serving CUNA Mutual Group for a no cost, no obligation consultation.
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* View Account Balances
* Exchange Funds within MMF
* Change your Address
* Request Duplicate Statements
* Request Duplicate Tax Forms
Fact Sheets
Daily Prices
Account Maintenance Form for your:
Education  (66 KB)
IRA (131 KB)
Regular (95 KB)
403(b) (44 KB)
* Change your Address
* Set up Systematic Investment
* Set up Systematic Withdrawal
* Set up Systematic Exchange
* Change Telephone Privileges
* Change Dividend Distribution Options
* Add/Change Transfer on Death Information
* Add Beneficiary (IRA Accounts Only)
Distribution Request Form for your:
Education (166 KB)
IRA (168 KB)
403(b) (115 KB)
* Receive a Distribution from your IRA or Education Account
Transfer/Rollover Request for your:
Education (175 KB)
IRA (212 KB)
Regular (177 KB)
* Transfer or Rollover Funds from another firm or fund company
Account Rebalancing Form (595 KB)
One And The Same Form (80 KB)
Payroll Deduction/Direct Deposit Form (587 KB)
Annual Report (1.73 MB) / Semiannual Report (655 KB)
MEMBERS Mutual Funds Prospectus (782 KB)
Proxy Voting Record
Quarterly Portfolio Holdings Report (Jan 31) (327 KB)
Quarterly Portfolio Holdings Report (Jul 31) (337 KB)
Statement of Additional Information (750 KB)
Note: if you purchased your MEMBERS Mutual Funds through CUNA Brokerage, your
account number will be alphanumeric (e.g. 6CT123456). You can access your
mutual fund balances at CUNA Brokerage.
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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 (800) 369-2862. 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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©1997-2010 CUNA Mutual Group.
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