Forms/Resources

REQUEST FOR PRE-AUTHORIZED PAYMENT PLAN

Direct a transfer of funds, by drawing a check, an automatic entry, or any other means permitted by law (payment transfer), from your account designated below. A voided check or proof of account from your financial institution must accompany this form. Retain a copy for your records. Click here to download form.

CHANGE OF BENEFICIARY REQUEST

Beneficiaries are the person(s) or institution(s) which will be paid the proceeds of a policy in the event of your death. You may apply to change beneficiaries by clicking here to download the form.

SCHOLARSHIP PROGRAMS

United Transportation Union Insurance Association recognizes that a good education is the key to success. Because of this, scholarship programs were established to assist the children and grandchildren of UTUIA members. Click here to download applications. 

UTUIA ANNUITIES

Individual Retirement Arrangements and Flexible Premium Annuities are personal savings plans that provide tax advantages for setting aside money for retirement. In the case of a Traditional IRA and Flexible Premium Annuities, interest earnings are tax-deferred until withdrawn. In the case of a Roth IRA, interest is tax-free providing certain conditions are met. Click here to download associated forms.

UTUIA INSURANCE CLAIM FORMS

Downloadable UTUIA insurance claim forms in PDF format are available by clicking here.

POLICY HOLDER SERVICES FORMS

A variety of necessary forms are available for management of your existing policies with the UTUIA. To download these PDF forms click here.