Get Loan Request Form - Iuoe Local 4 Benefit Funds - Local4funds

Filling out the Loan Request Form for the IUOE Local 4 Benefit Funds requires careful attention to detail. This guide will lead you through each section of the form, ensuring you complete it accurately and efficiently.

Follow the steps to successfully complete your loan request form.

1. Click ‘Get Form’ button to access the Loan Request Form. This is necessary to begin the process of filling it out online.
2. Provide your personal information in the designated fields. Begin with your first name, middle name (if applicable), and last name. Ensure that your address, state, and zip code are accurate.
3. Enter your social security number and select your marital status from the options provided: single, married, legally separated, divorced, or widowed.
4. In the Loan Options section, decide whether to withdraw a specific amount or the maximum amount available, checking the appropriate box for your choice.
5. Specify the term of the loan by stating the number of years for repayment. Remember, this cannot exceed 5 years unless the loan is for the purchase of a principal residence, in which case it may extend to 30 years.
6. Indicate whether the loan will be used to purchase a home. If yes, attach copies of the purchase and sales agreement as required.
7. Complete the authorization agreement by filling in the bank account number, bank name, city, state, and ABA routing number. Select the account type (checking or savings) appropriately.
8. Attach a voided check or a deposit slip from the account to be debited as part of your application.
9. Review the signatures section, ensuring that you and your spouse (if applicable) sign and date the form.
10. Finally, ensure all sections are correct and complete before saving your changes. You may then choose to download, print, or share the form as necessary.

Take the necessary steps to complete your Loan Request Form online today!