(Logo) Polish Roman Catholic Union of America, 984 N Milwaukee Ave, Chicago, IL 60622-4101
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135 years of service to our membership
 
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Annuities
 

PRCUA is proud to offer the much desired Annuity plans in our currently strong portfolio of financial products available which can help you to provide a secure financial future for yourself and your family. Our annuities are extremely competitive in today's market. For as little as $300, you can start a PRCUA Annuity. Best of all, none of our annuity products have any service charges.

The following table represents a detailed comparison of our annuity series portfolio as of .

MILLENNIUM CLASSIC PREFERRED
 

Accumulation Value

Annual Percentage Yield (APY)*  
  $300.00 - $4,999.99 4.625% - -  
  $5,000.00 - $49,999.99 4.875% 4.375% 3.625%  
  $50,000.00 - $99,999.99 4.875% 4.375% 3.625%  
  $100,000 and above 5.125% 4.625% 4.125%  
 
 
  Guaranteed Minimum APY 3.000% 3.000% 3.000%  
 
 
  Plan Types Non-Qualified
Traditional IRA
Roth IRA
SEP-IRA
SIMPLE-IRA
TSA
Non-Qualified
Traditional IRA
Roth IRA
SEP-IRA
SIMPLE-IRA
TSA
Non-Qualified
Traditional IRA
Roth IRA
SEP-IRA
SIMPLE-IRA
TSA
 
 
 
  Index Type Fixed Fixed Fixed  
 
 
  Service/Maintenance Charge None None None  
 
 
  Surrender Charge 7 Years:
8%, 7%, 6%,
5%, 4%, 3%, 1%
3 Years:
3%, 2%, 1%
None  
 
 
  Annual Surrender Charge Free Withdrawals Allowed** 10% 10% 100%  
 
 
  Minimum Initial Deposit $300 $5,000 $5,000  
 
 
Minimum Optional Additional Deposit $25 $25 $25

Confused about purchasing an annuity? Are you not sure of how important it can be to your future financial well being? Check out these resources.

If you are ready to purchase an annuity from the PRCUA that will help to provide a secure financial future for yourself and your family, simply follow these three easy steps:

Download the annuity application which is applicable to the state that you currently reside in***. These applications are provided in Adobe® Acrobat® format.

 
Arkansas............ Form AA1-2000-ARK (15K)
  Florida................ Form AA1-2000-FLA (15K)  
  New Jersey......... Form AA1-2000-NJ (16K)  
  Pennsylvania....... Form AA1-2000-PA (16K)  
  West Virginia....... Form AA1-2000-WV (16K)  
 
All Other States... Form AA1-2000 (16K)
Print and complete the annuity application with the required information.
Mail the completed annuity application with your initial deposit to:
 

Annuity Department
Polish Roman Catholic Union of America
984 N Milwaukee Avenue
Chicago, IL 60622-4101

Please make your check payable to PRCUA.

For additional information, please contact us or an available agent in your area.

* The Annual Percentage Yields (APY) are based on our ability to lower our total expenses and still maintain a strong solvency ratio. The current APY may change with market conditions. Therefore, it could go higher or lower at any time.

** Withdrawals may be taxable and a 10% IRS penalty may apply to withdrawals taken before age 59 ½.

*** Important Availability Notice: PRCUA is duly licensed in the United States of America in the states of Arkansas, California, Connecticut, Delaware, Florida, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Road Island, Texas, Vermont, West Virginia, and Wisconsin. Insurance, Annuity and membership offers are available only to applicants who are of Polish nationality or descent, members of the Roman Catholic Church, or those related by marriage to an individual who is eligible for membership. We also admit Slavs, Ruthenians, and Lithuanians who are members in good standing in the Catholic Church, according to the Roman, Armenian or Greek rites. Annuity purchase is subject to PRCUA underwriting approval.

The annuity applications are in provided Adobe® Acrobat® format. If you need the free Adobe® Acrobat® Reader™, you can download it by clicking on the Get Acrobat® Reader™ link.

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