The following forms are available online to manage your membership certificates:
- Authorization to Disclose
- Change of Address
- Deposit Agreement Distribution Request (Non-Qualified Annuity)
- IRA – Distribution Request
- IRA – Required Minimum Distribution (RMD)
***Please be advised – when surrendering an annuity for a lump sum distribution, the original annuity certificate or Affidavit in Case of Loss or Destruction of a Certificate (which can be found below), along with a Request for Taxpayer Identification Number W-9 form must also be submitted.***
The following forms are download-only. These forms are provided in Adobe® Acrobat® format. Please fill out the digital form, save and click here to upload.
A008-CB792 Change of Beneficiary – Change of Name
A012-1048 Affidavit in Case of Loss or Destruction of a Certificate
A1109 Affidavit in Case of Loss or Destruction of Deceased Member’s Certificate
A3790 Beneficiary Change to Trustee
Alternatively, you may print and mail the completed form to our main office:
Polish Roman Catholic Union of America
Attn: Member Services
984 N. Milwaukee Ave.
Chicago, IL 60642-4101
If you have any questions please contact us online or call 1-800-772-8632