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BENEFITS OF WCU

Agent Forms

Application

ACH Authorization Request

Authorization for direct deposit of checks.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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ACH Automatic Premium Payment

Authorization to deduct the monthly payments direct from checking acoount.

States:
CO, IL, IA, MO, PA, TX, WV, WI

[download]

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Additional Beneficiary form

To be used to name multiple beneficiaries to be included with the application.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Annuity Application

Application for annuity membership.

States:
IL, MO, TX, WV, WI

[download]

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Annuity Application

Application for annuity membership.
States:
MD

[download]

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Annuity Application

Application for annuity membership.

States:
PA

[download]

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Annuity application for the State of Iowa 0309

States:
IA

[download]

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Annuity Suitability Form

States:
MO

[download]

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Buyers Guide to Annuities

States:
WI

[download]

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Guarantee Issued Whole Life - Graded Benefit

Application for Guaranteed issue certificate.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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HIPPA Authorization Form

Include with all life insurance applications.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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INSTRUCTION FORMS FOR THE COMPLETION OF REPLACEMENT FORM

FOR USE WITH LIFE AND ANNUITY REPLACEMENT FORMS
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Juvenile Life Application

Application for life insurance coverage for child age 0-15.
States:
CO, IL, IA, MD, MO, TX, WV, WI

[download]

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Juvenile Life Application

Life insurance application for child age 0-15.
States:
PA

[download]

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Life Insurance Application

Application for life insurance age 15 and over.
States:
CO, IL, IA, MD, MO, TX, WV

[download]

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Life Insurance Application

Application for life insurance age 15 and over.
States:
WI

[download]

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Life Insurance Application

Application for life insurance age 15 and over.
States:
PA

[download]

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Life insurance application and related forms.

Maryland Life application and related forms except transfer and replacement forms.
States:
MD

[download]

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Life insurance application and related forms.

Life application and related forms except transfers and replacement forms.
States:
CO, IL, IA, MO, TX, WV

[download]

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Life Insurance Application Supplement

Supplemental form to include spouse and child term riders to the base policy.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Ownership Agreement Form

To be signed when changing joint owners to single owner.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Preliminary Contract Summary

For all plans

States:
WI

[download]

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Receipt

Receipts for advance payments on Life and annuity applications
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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REPLACEMENT COMPARISON SHEET - ALL REPLACEMENTS

REPLACEMENT COMPARISON SHEET THAT MUST BE SUBMITTED WITH EACH REPLACEMENT CASE, LIFE AND ANNUITY
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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REPLACEMENT FORM - NAIC - FOR ALL STATES

REPLACEMENT FORMS TO BE USED ON ALL LIFE AND ANNUITY REPLACEMENT APPLICATIONS
States:
IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Sales Material Verification

Life & Annuity
States:
IA

[download]

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Senior Annuity Suitability Form

For customers 65 & older.
States:
CO, IL, IA, MD, PA, TX, WV, WI

[download]

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Suitability form state of MO - all annuity applications

States:
MO

[download]

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Transfer Request Annuities & Life Insurance

Authorization to transfer funds.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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West Virginia Comparative Form / Replacement of Life Cases

States:
WV

[download]

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Wisconsin State Replacement Forms

Annuities & Life Insurance
States:
WI

[download]

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Withholding Form - W-4P

Withholding certificate for pension or annuity payments.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Service

ACH Form/Automatic Premium Payment

Authorization for the deduction of premium payments from checking accounts.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Application For Reinstatement

Application to be completed when a premium payment has gone beyond the 30 day grace period.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Automatic Annuity Withdraws

Scheduled annuity withdrawals.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Automatic Premium Payments Plan

Authorization for automatice premium payment.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Billing/Disbursements Election

billing changes etc.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Change of Beneficiary

States:
IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Change of ownership - annuity ( trust ownership)

States:
IL, IA, MD, MO, PA, TX, WV

[download]

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Change of ownership - life policies only

States:
CO, IL, IA, MD, MO, OH, PA, PR, TX, WV, WI

[download]

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Full or Partial Surrender

Full or partial cash surrender request.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Representatives Electronic Funds Transfer Authorization Form

Payroll form for representatives to have their paychecks deposited electronically.

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Service Request/Beneficiary Change

Request for to change the beneficiary designation.
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI
States:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MH, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PW, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

[download]

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Brochures

Annuity Brochure

States:
IL, IA, MD, MO, PA, TX, WV

[download]

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1-10 Year Annuity Rates

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Flexible Premium Annuity rate cards 08-01-2010

States:
IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Need a Gift for a Child?

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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WCU Financial Summary

March 12, 2008
States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Whole Life Brochure

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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Software Downloads

WCU Software

States:
CO, IL, IA, MD, MO, PA, TX, WV, WI

[download]

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