Get Cuna Mutual Form 675

Filling out the Cuna Mutual Form 675 online is a straightforward process designed to assist users in managing their insurance policies effectively. This guide will lead you through each section of the form, ensuring you have the necessary information to complete it accurately.

Follow the steps to fill out the form online.

1. Click the ‘Get Form’ button to access the Cuna Mutual Form 675. This will allow you to open the form in your chosen online editor.
2. Begin by filling in your policy number. Ensure that you only complete one policy per form to avoid confusion.
3. Enter the insured's name clearly as it appears on the policy. This ensures that the right documents are processed without issues.
4. Provide the owner's name, phone number, and address. If the address has changed, check the appropriate box to indicate this.
5. The owner's Social Security number or Employer Identification Number may be required. Fill in the appropriate details according to your circumstances.
6. Indicate how you prefer to receive funds by selecting either Electronic Funds Transfer (EFT) or check. Complete the required sections based on your choice.
7. If selecting dividend options, choose how you wish to apply your dividends. Options include withdrawals, accumulation, or purchasing additional insurance.
8. If applicable, complete the loan application section and repayment plan to manage any policy loans.
9. For any partial withdrawals or policy cancellations, fill in the relevant sections carefully to ensure the right actions are taken.
10. Finally, make sure to sign and date the form, along with securing any required signatures from co-owners or beneficiaries.
11. Once completed, you can save the changes you've made, download a copy for your records, or directly share the form as needed.

Start filling out your documents online today for a streamlined experience.