Get Add Change Form - Use Credit Union - Usecu

Filling out the ADD Change Form online is a straightforward process that allows you to update your information efficiently. This guide will provide you with a clear, step-by-step approach to complete the form correctly and ensure all necessary changes are made.

Follow the steps to successfully fill out the form:

1. To start, click the ‘Get Form’ button to access the ADD Change Form. This will allow you to open the form in your preferred online editor.
2. Begin by checking the item(s) you wish to change in the designated section. You can select options such as Name, Beneficiary, Address, Coverage, or Account Number.
3. If you are adding additional coverage, indicate the desired amount by checking the corresponding box. Choose between options listed under Family Plan, ensuring you mark only one option.
4. Select whether you wish to cancel all coverage or retain only the basic benefit by checking the appropriate box.
5. If you are changing the beneficiary, provide the new beneficiary’s name in the designated space.
6. Fill in the required personal details, including your Credit Union Name, Address, City, State, Zip, Old Account Number, New Account Number, and New Account Type.
7. If the name of the insured is changing, provide both the existing and new names. Be sure to attach any necessary account verification if required.
8. Finally, review the Charge Authorization statement. By signing, you agree to the terms outlined regarding automatic charges for the additional coverage you've selected. Ensure you sign and date this section.
9. Once you have completed the form, save your changes. You can then download, print, or share the form as needed.

Take the next step in managing your coverage by completing your document online today.