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  Forms & Manuals

Below is our extensive list of electronic forms and manuals by product and type. They have been arranged in the following categories for easy selection:

Product Description
Benefits for You

Retirement Plans, FSA, and Disability.

Collateral Loss Report and Non-filing of Instruments of Loss Report forms.

Electronic Funds Transfer
(WebEFT/EFT)
 
Customized Electronic Settlement Authorization packet and WebEFT User Guide.
Forms for HR managers, plan administrators and employee participants.
Executive Benefits Administration 

Forms for 457(b) and 457(f) plans.

Fidelity Bond

Notice of Loss, Proof of Loss, Affidavit of Forgery and CUMIS Bond Claim Guide.

Guaranteed Asset Protection (GAP) Claim, Cancellation, Declination, and CUMIS Contract Reporting forms.
Lenders Protection A Loss Report and Certificate Refund Request.
Mechanical Repair Coverage (MRC) A Cancellation Form, Transfer Form, and Declination Form.
MEMBER'S CHOICE® Premium
User Guide
An online resource to assist you with our premium application.
Plastic Card Notice of Loss, Proof of Loss, Cardholder Summary, CU Compromise Notification, and Cardholder Dispute.
Property & Liability Claim Notice, Property Loss Notice, and Real Estate Mortgage Operations/Mortgage Recording.
Workers Compensation Forms to request a quote for Workers Compensation.

 

Online Request Forms Description
Flood Insurance Request for Quote An online form to request a quote for Flood Insurance.
Notary Bond Request Form An online form to request a Notary Bond.
Liberty Mutual Referral Form  An online form to request that Liberty Mutual contact a member for an auto or homeowner’s insurance quote.