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    Updated May 7, 2013  
  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
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    Updated May 7, 2013  
  
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  Forms & Filing Information for
U. S. Letter Carriers Mutual Benefit Association
Policies   
 
   
MBA Policy Summaries and Brochures (in .pdf)

If you would like to make a change or file a claim on a U.S. Letter Carriers Mutual Benefit Association Life or Health insurance policy, you can print the form by clicking on the appropriate link in the chart below.

The MBA forms are available online in Adobe Acrobat® PDF format. In Windows®, click the form link to view online, right-click and save to download. More information

MBA Policy Forms & Information on Filing
Life Insurance & General Information
     Designation of Beneficiary Form
PDF (14K)
     Designation of Beneficiary Form
         (Group #G-001 Policy only)
PDF (13K)
     Non-forfeiture/Cash Surrender/
         Cancellation (Whole Life only)
PDF (17K)
     MBA Insurance Comparison Chart
PDF (47K )
     What to do in case of an active
         carrier's death
PDF (14K )
     What to do in case of a retired
         carrier's death
PDF (23K )
Health Insurance Specific Information
     Important information about filing
         a Disability Claim
PDF (162K )
     Important information about filing
         a Continuing Disability Claim
PDF (15K )
     Important information about filing
         a Hospital Confinement Claim
PDF (98K )
Annuity Information
     Designation of Beneficiary Form
         (Non-qualified Deferred Annuity)
PDF (26K )
         (IRA/Roth IRA)
PDF (26K )
Traditional IRA
     IRA Request for Distribution
PDF (708K)
     IRA Required Distribution age 70½
         and over
PDF (512K)
     IRA Transfer Request
PDF (333K)
     IRA Direct Rollover Request
PDF (316K)
Roth IRA
     Roth IRA Request for Distribution
PDF (347K)
     Roth IRA Rollover Election
PDF (321K)
     Roth IRA Transfer Request
PDF (339K)
     Roth IRA to Traditional IRA
         Conversion Request
PDF (334K)
 

Please mail completed form(s) to:

U.S. Letter Carriers Mutual Benefit Association
100 Indiana Avenue, NW      Suite 510
Washington, D.C. 20001-2144

   

Due to their sensitive nature and to protect your privacy interests, personal inquiries and problems will not be handled through the MBA or NALC website. For general benefit information, please talk to your local MBA Representative.

For more information contact your local
NALC branch office

or call MBA's nationwide WATS line: 1 (800) 424-5184
                   Tuesday & Thursday—8:00 a.m. to 3:30 p.m. Eastern Time

or call MBA at (202) 638-4318
                    Monday thru Friday—8:00 a.m. to 3:30 p.m. Eastern Time


  © 2001-2005 National Association of Letter Carriers, AFL-CIO