Easy access simplifies plan administration

Welcome to the CUNA Mutual Executive Benefits Administrative Forms page where you have easy access to view and print any of the forms you need to administer your credit union's plan. For help with any of the forms listed below, contact your Executive Benefit Specialist at 1-800-356-2644, ext 1035.

• CUNA Mutual 457(b)
• CUNA Mutual 457(f) 
• CUNA Mutual Split Dollar, Bonus, Carve Out, Key Employee
• CU Pathfinder (CUBS) - CUNA Mutual 457(b)
• Executive Benefits Information for All Plans 

CUNA Mutual 457(b)

Participation Agreement  (35 KB)

Statement of Disclosure  (31 KB)

Plan Participant's Salary Deferral Change form  (25 KB)

457(b) Account Deposit for Flexible Premium Annuity  (350 KB)

How does a 457(b) catch up provision work?  (49 KB)

Information on 457b  (21 KB)

457(b) Eligible Deferred Compensation Plan  (21 KB)

Guidelines for Reporting Annual Distribution and Deferrals  (21 KB)

Guidelines for Completing W-2 When Reporting Annual Deferrals  (18 KB)

Guidelines for Completing Form W-2 When Reporting Lump Sum Distribution, Periodic Payments, and/or Required Minimum Distribution  (21 KB)

CUNA Mutual 457(f)

Statement of Disclosure  (148 KB)

Notification of Termination Form  (245 KB)

Substantial Risk of Forfeiture Defined for 457(f) Plans  (122 KB)

457(f) Non-Qualified Deferred Compensation Arrangement  (116 KB)

Guidelines for Completing W-2 When Reporting 457(f) Lump Sum Distribution  (19 KB)

Information on 457(f)  (28 KB)

CUNA Mutual Split Dollar, Bonus, Carve Out, Key Employee

Split Dollar Insurance  (148 KB)

Executive Bonus Plan  (105 KB)

Executive "Carve Out" Plan  (119 KB)

Key Employee Insurance  (104 KB)

CU Pathfinder (CUBS) - CUNA Mutual 457(b)

Participation Agreement  (35 KB)

Statement of Disclosure (31 KB)

Contribution Report  (130 KB)

Investment Change Form  (42 KB)

Beneficiary Application  (62 KB)

Investment Performance  (22 KB)

Application for Benefits Termination Notice  (28 KB)