Applications and Forms

Below you can find additional information, applications and forms regarding the MBA.

 

 

MBA Parent Life Applications
MBA Parent Life Applications.pdf
Adobe Acrobat document [582.0 KB]
Authorization Agreement for Electronic Fund Transfers
Authorization Agreement for Electronic F[...]
Adobe Acrobat document [101.6 KB]
Designation of Beneficiary Form
Designation of Beneficiary Form.pdf
Adobe Acrobat document [11.3 KB]
Designation of Beneficiary Form (Non-qualified Deferred Annuity)
Designation of Beneficiary Form (Non-qua[...]
Adobe Acrobat document [24.0 KB]
Non-forfeiture - Cash Surrender - Cancellation (Whole Life only)
Non-forfeiture - Cash Surrender - Cancel[...]
Adobe Acrobat document [14.8 KB]
IRA Direct Rollover Request
IRA Direct Rollover Request.pdf
Adobe Acrobat document [313.7 KB]
IRA Request for Distribution
IRA Request for Distribution.pdf
Adobe Acrobat document [674.0 KB]
IRA Required Distribution age 70½ and over
IRA Required Distribution age 70½ and ov[...]
Adobe Acrobat document [509.5 KB]
IRA Transfer Request
IRA Transfer Request.pdf
Adobe Acrobat document [329.9 KB]
IRA - Roth IRA Beneficiary Form
IRA - Roth IRA Beneficiary Form.pdf
Adobe Acrobat document [23.6 KB]
Roth IRA Request for Distribution
Roth IRA Request for Distribution.pdf
Adobe Acrobat document [343.8 KB]
Roth IRA Rollover Election
Roth IRA Rollover Election.pdf
Adobe Acrobat document [318.8 KB]
Roth IRA to Traditional IRA Conversion Request
Roth IRA to Traditional IRA Conversion R[...]
Adobe Acrobat document [331.2 KB]
Roth IRA Transfer Request
Roth IRA Transfer Request.pdf
Adobe Acrobat document [518.3 KB]

 

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

 

Important information about completing the Authorization Agreement for Electronic Fund Transfers
Important information about completing t[...]
Adobe Acrobat document [152.1 KB]
Important information about filing a Continuing Disability Claim
Important information about filing a Con[...]
Adobe Acrobat document [39.0 KB]
Important information about filing a Disability Claim
Important information about filing a Dis[...]
Adobe Acrobat document [166.5 KB]
IMPORTANT INFORMATION ABOUT FILING A HOSPITAL CONFINEMENT CLAIM
IMPORTANT INFORMATION ABOUT FILING A HOS[...]
Adobe Acrobat document [53.3 KB]
What to do in case of a retired carrier's death
What to do in case of a retired carrier'[...]
Adobe Acrobat document [20.8 KB]
What to do in case of an active carrier's death
What to do in case of an active carrier'[...]
Adobe Acrobat document [11.1 KB]