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SERVICE FORM FOR MEMBERS ZONE ANNUITY 2000 Heritage Way Waverley, IA 50677 Phone: 800.798.5500 Fax: 608.236.8030 Contract Number (one per form) Annuitants Name(s) Owners Name(s) Owners Address(BS)
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How to fill out a service form for members:

01
Start by gathering all necessary information: Make sure you have all the required details and documents before filling out the service form for members. This may include personal information, membership ID, contact information, and any additional information requested by the form.
02
Read the instructions: Carefully go through the instructions provided on the service form. Understanding the requirements and instructions will help you accurately complete the form.
03
Provide personal information: Begin by filling out your personal information such as your name, address, phone number, and email address. Double-check the accuracy of the contact information provided to ensure you can be easily reached.
04
Fill in membership details: Include your membership ID, if applicable, and any other relevant membership details requested on the form. This information helps in verifying your membership status and providing the appropriate services.
05
Provide specific services required: Indicate the specific services you are seeking as a member. This could include requests for assistance, benefits, upgrades, or any other services offered to members.
06
Attach necessary documents: If there are any supporting documents required, ensure they are attached to the form. This might include identification documents, proof of membership, or any other documentation needed for verification purposes.
07
Review and proofread: Before submitting the form, review all the information you have provided. Double-check for any errors or omissions. This step is crucial to avoid delays or potential issues with the services requested.

Who needs a service form for members?

01
Existing members: If you are currently a member of a particular organization, club, association, or institution, you may need to fill out a service form for members. This form helps to ensure that you receive the appropriate services, benefits, or assistance that come with your membership.
02
New members: When joining an organization, club, or association, new members may be required to fill out a service form. This helps in establishing their membership profile and enables them to access the various services and benefits offered by the organization.
03
Member services department: The member services department or equivalent team within an organization is responsible for handling the service forms submitted by members. They use these forms to process requests, provide assistance, and ensure that the members receive the necessary services based on their membership level or category.
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