Variable Annuities ServicesSponsored By
CUNA Mutual Group Service
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Contact Us
By Phone:  1-800-798-5500
Hours: Monday - Friday, 7 a.m. to 7 p.m., CT
By Mail: CUNA Mutual Insurance Society
Attn: Variable Unit
2000 Heritage Way
Waverly, IA 50677-9202
By Fax:1-608-236-8030
Service Call Request
Suggestion Box
For more information, contact the MEMBERS Financial Services Representative serving CUNA Mutual Group Service for a no cost, no obligation consultation.
Online Policy Information

   Unit Values
   View Policy Information

Online Requests

   Address Change
   Change Allocation of Future Payments
   Claim Information
   Edit/Cancel Future Scheduled Payment
   Make a Payment
   Online Delivery of Reports
   Ownership Change
   Resume/Rebill Automatic Payment Plan
   Setup/Change Automatic Payment Plan
   Stop Automatic Payment Plan
   Summary of Values and Coverage
   Transfer Funds
   View Payments Initiated Online

Printable Forms (PDF)

   72t Distributions Form PDF File. (250 KB)
   Absolute Assignment Form PDF File. (51 KB)
   Beneficiary Change - CUNA Mutual Insurance Society PDF File. (259 KB)
   Change Name PDF File. (51 KB)
   Distribution Service Form PDF File. (524 KB)
   Payment / Transfer / Dollar Cost Averaging Service Form PDF File. (756 KB)
   Preauthorized Payment Plan - CUNA Mutual Insurance Society PDF File. (99 KB)
   Required Minimum Distribution Form PDF File. (234 KB)
   Telephone/Fax Authorization Form PDF File. (26 KB)

Reports

   Annual Report
   Performance Information
   Prospectus
   Semiannual Report

General Information

   Frequently Asked Questions (FAQs)
   Glossary of Terms
   IRA Contribution Information
   Request a Partial Withdrawal

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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