Subsequent action form 2026

1. Click 'Get Form' to open it in the editor.
2. Begin by entering your Member Name and Date of Birth in the designated fields. Ensure that all information is accurate and clearly printed.
3. Next, input the Co-Borrower Name and Date of Birth if applicable. This section is crucial for joint coverage options.
4. Fill in your Credit Union Account Number accurately to link your insurance request with your account.
5. Select the coverage options you wish to elect by checking the appropriate boxes for Single or Joint Credit Disability and Life Insurance.
6. If adding coverage after 30 days, complete the Evidence of Insurability questions carefully, as these determine eligibility.
7. Finally, review all entries for accuracy before signing at the bottom to authorize any charges related to insurance premiums.

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