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  • Loan Application - Cuna Mutual Group

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LOAN APPLICATION Retirement Plan Services P.O. Box 2978 ? 5910 Mineral Point Road Madison, WI 53701-2978 Phone: 800.999.8786 ? Fax: 608.236.8017 www.benefitsforyou.com SECTION I LOAN ADMINISTRATION.

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How to fill out the LOAN APPLICATION - CUNA Mutual Group online

This guide provides a comprehensive overview of the LOAN APPLICATION - CUNA Mutual Group, designed to assist users in filling out the form accurately and efficiently. Whether you are a first-time applicant or familiar with loan applications, this step-by-step guide will help you navigate each section with ease.

Follow the steps to complete your loan application successfully.

  1. Click ‘Get Form’ button to obtain the form and open it in your preferred online document editor.
  2. Begin filling out SECTION II: LOAN APPLICATION. Enter your name, address, and Social Security Number accurately. Ensure all details are correct to avoid delays in processing.
  3. Select your payment method by checking either 'Check' or 'EFT'. If you choose EFT, provide the necessary information such as ABA Routing Number, account number, and type.
  4. In section A, indicate the loan amount you wish to request. Make sure this amount complies with the general loan limit.
  5. Complete section B by specifying the loan term and whether the loan will be used for purchasing your principal residence. Select the appropriate payroll deduction repayment schedule.
  6. Proceed to SECTION III, where both the participant and Plan Administrator/Trustee must understand and agree to the loan terms. The participant must sign and date the section.
  7. If married, fill out SECTION IV and V for marital status and spousal consent. Ensure your spouse consents to the loan and provide their signature and witness as required.
  8. Complete SECTION VI: LOAN AUTHORIZATION, where the Plan Administrator/Trustee will authorize CUNA Mutual Group to process the loan. Ensure to date this section.
  9. Finally, review SECTION VII: LOAN FEES to understand any applicable fees which will be deducted from your account. Take note of the fee schedule for different loan terms.
  10. Once all sections are completed, save your changes. You may choose to download, print, or share the completed form as needed.

Complete your LOAN APPLICATION - CUNA Mutual Group online today.

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Most credit unions and some banks use “Loanliner” documents. These agreements are standard loan documents developed by CUNA Mutual Group and sold to financial institutions. Over 70% of all credit unions use Loanliner documents for their lending transactions.

The "CUNA" in the company's name originally stood for "Credit Union National Association". CUNA Mutual Group is the marketing name for CMFG Life Insurance Company, its subsidiaries, and affiliates. CUNA Mutual Group was founded in 1935 as the CUNA Mutual Insurance Society.

To begin, please fill out a claim form If you prefer, call 1-844-707-4964 to begin the process and a CUNA Mutual Group Claims Specialist will guide you through the process.

TruStage is part of the larger CUNA Mutual Group family, and benefits from the financial strength of its supporting companies. CUNA Mutual provides financial services for credit unions, who can then offer their own members products like TruStage insurance.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232