"Mike McLucas was very knowledgeable about my husband’s account and just the way he spoke to me made me feel like I had a friend helping me through this sad and confusing time."
- Sandi M. - (Spouse of deceased member Thomas M.)
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.
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.
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.
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 In the case of a Traditional IRA and Flexible Premium Annuities, interest earnings are tax-deferred until withdrawn.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.
Downloadable UTUIA insurance claim forms in PDF format are available by clicking here.
A variety of necessary forms are available for management of your existing policies with the UTUIA. To download these PDF forms click here.