Get Service Request Side A - Cuna Mutual Group

Filling out the SERVICE REQUEST form for CUNA Mutual Group is an essential process for managing your insurance policy effectively. This guide will walk you through each section of Side A to ensure you complete the form accurately and efficiently.

Follow the steps to complete your SERVICE REQUEST form online.

1. Click the ‘Get Form’ button to obtain the SERVICE REQUEST form and open it for editing.
2. Enter the policy number in the designated field. This should be one policy number per form.
3. Fill out the insured’s name, owner’s name, and owner’s phone number in their respective fields.
4. Provide the owner’s address. Check the box if this is a new address. If there are additional policy numbers to change, include them in the Remarks section.
5. Complete the required fields for the owner’s Social Security number or Employer Identification Number.
6. Indicate the payment method for premiums or loans by selecting either EFT or check and completing the necessary sections. Note the different options for dividend withdrawals or loan applications.
7. Provide your financial institution's name, account number, routing number, and select the account type. Attach a voided check for verification.
8. Certify your taxpayer identification number by signing the certification section, ensuring that all statements are accurate.
9. Complete the Remarks or Special Instructions section if anything additional needs to be specified.
10. Gather required signatures, including the owner’s signature, and any co-owner or beneficiary signatures if applicable.
11. After ensuring all information is correct, you can save changes, download, print the completed form, or share it as needed.

Start filling out the SERVICE REQUEST form online today to manage your insurance needs effectively.