Skip to Main Content
Stronger Together – Learn how we're continuing to help our customers move toward a brighter future.
During this time, callers to the TruStage Customer Care Center may experience longer hold times. If you do not find the options you need to complete your transaction online, please send us a message for assistance.
We're Here to Help  - If you have been impacted by recent tornadoes in the Midwest or South, call us to learn about your options.

Request a Call from one of our Licensed Agents

Send us a Message

No pressure, just friendly, helpful information. Please complete the form below. All fields are required.

Please complete the form below. All fields are required unless otherwise indicated.

We'll use your phone number as an alternate means to contact you regarding this request

Here's how we can best help you update your beneficiaries:

You can view and quickly update your beneficiary information online. Sign-In and click the Beneficiaries link on the Account Overview or Policy Details page. 

If you have questions about your current beneficiaries, you can click on the chat icon to get help now, or give us a call.


Here's how we can best help you update your beneficiaries:

You can view and quickly update your beneficiary information online. Sign-In and click the Beneficiaries link on the Account Overview or Policy Details page. 

If you have questions about your current beneficiaries, you can click on the chat icon to get help now, or give us a call.

We're very sorry you have to cancel your policy with us. Here's the quickest way to help you cancel your policy:

Please call us and one of our service agents will be happy to help you cancel your policy. 

Notice: If you'd like to see whether or not we have other products that better meet your needs, please visit us at TruStage.com and explore all the options available to you.

Here's how we can best help you update your beneficiaries:

You can view and quickly update your beneficiary information online. Click the Beneficiaries link on the Account Overview or Policy Details page. 

If you have questions about your current beneficiaries, you can click on the chat icon to get help now, or give us a call.

Here's how we can best help you update your beneficiaries:

You can view and quickly update your beneficiary information online. Sign-In and click the Beneficiaries link on the Account Overview or Policy Details page. 

If you have questions about your current beneficiaries, you can click on the chat icon to get help now, or give us a call.

We're very sorry you have to cancel your policy with us. Here's the quickest way to help you cancel your policy:

Please call us and one of our service agents will be happy to help you cancel your policy. 

Notice: If you'd like to see whether or not we have other products that better meet your needs, please visit us at TruStage.com and explore all the options available to you.

Not all questions can be answered by email. To keep your personal account information safe, we may call you or send a follow-up email asking you to call us to resolve your request.

Contact Information

Make a Payment Online 

Need to make a payment? Skip the sign-in and make a one-time payment now. Simply have your policy/certificate number and payment account information ready.

Make a Secure Payment

Mail a Payment

Accidental Death and Dismemberment payments of New Jersey based Credit Unions
CMFG Life Insurance Company PO Box 4652 Carol Stream, IL 60197-4652
Accidental Death and Dismemberment
CMFG Life Insurance Company PO Box 4651 Carol Stream, IL 60197-4651
Life and Health
CMFG Life Insurance Company PO Box 4650 Carol Stream, IL 60197-4650
Annuity and Variable Universal Life
CMFG Life Insurance Company 2000 Heritage Way Waverly, IA 50677

Send Correspondence

Life, Health and Accidental Death and Dismemberment
CMFG Life Insurance Company PO Box 61 Waverly, IA 50677-0061
Annuity and Variable Universal Life
CMFG Life Insurance Company 2000 Heritage Way Waverly, IA 50677

Fax 

Need to send us a service form? Fax it to us at 1-608-236-8030.

Please include your policy number on all pages of your fax transmission. In limited cases, we may not be able to accept forms by fax.

 

Frequently asked questions

More FAQs
  • If you haven’t signed in to online service since May 2015, you may need to create a new online account. If you need help, please call us for assistance.
  • You may already have an account or that username/email address are unavailable. If you think you already have an account, sign in or use the "Forgot username or password?" link to recover your information.
  • There are 5 pieces of information you’ll need to create your account:

    1. Your name, as it appears on your policy
    2. Your ZIP Code
    3. Your date of birth
    4. Your full Social Security number
    5. Your policy/certificate number. Here’s where to find this information.

    In some cases, we may also ask for your mailing address and phone number to finish creating your account. 

    If there are any issues validating your information during the account creation process, we’ll provide a phone number on screen. Please call us for assistance.

  • We want to make reviewing, paying and updating your policy easy and convenient. That’s why most account management tasks, including connecting with our Customer Care team if you have questions or concerns, can be done through your account when it’s convenient for you.

    Simply use the 'LOG INlink on our website to sign into your account or create an account. You can also sign into your account or create an account from the ‘My Account’ menu by choosing 'Account Overview'.

     

    Here’s what you can do when signed into your online service account and how to do it:

    • Make and schedule payments.
      • If you want to make a one-time payment, click the ‘My Account’ menu at the top of our website, then select 'Account Overview.
      • Click ‘Make A Payment’ under the correct policy.
      • On the next screen, select if you are paying by ‘Checking or savings account’ or ‘Credit or debit card’.
        • If paying by checking or savings account, either select a saved account or provide the routing number, account number, and name on the account for the account you want to use for your payment.
        • If paying by credit or debit card, either select a saved card or provide the card details for the card you want to use for your payment.
      • Depending on the details of your policy, you may be asked to choose what your payment is going towards by selecting: ‘Pay Premium’, ‘Pay Loan’, or ‘Pay Premium and Loan’.
      • After you’ve made the correct selection and entered payment information, click ‘Continue’.

       

    • Manage your payment plan.
      • Click the ‘My Account’ menu at the top of our website, then select 'Account Overview.
      • Click ‘Manage Payment Plan’ under the correct policy, then click ‘Edit Your Current Plan’.
      • On the next screen:
        • Select or enter payment information.
          • If paying by checking or savings account, either select a saved account or provide the routing number, account number, and name on the account for the account you want to use for your payment.
          • If paying by credit or debit card, either select a saved card or provide the card details for the card you want to use for your payment.
        • Then choose how often you’d like to pay (every month, 3 months, 6 months, or 12 months) and the day of the month you want your payments to be deducted from your account.
        • Once selected, click ‘Continue’.
        • You may then review your selections and click ‘Submit Changes’.
        • You will then be asked to agree to our Electronic Delivery Terms.
        • If you agree, check the box, and click ‘Agree and continue’.
        • You will then see a confirmation noting your changes have been submitted.
    • Chat with a customer service team member.
      • When Signed in to your account, look for the purple ‘Live Chat’ button at the bottom of the ‘Account Overview’, ‘Help & Support’, or ‘Contact Us’ pages found under the ‘My Account’ menu.
      • Click the ‘Live Chat’ button to open a new chat window and connect with a customer service team member as soon as one is available.
      • Once connected, you may begin messaging.
      • Live chat is only available at certain times. If unavailable, the ‘Live Chat’ button will appear as ‘Offline’.

         

    • Download service forms, prospectus, and reports.
      • We have downloadable forms you may need for requesting changes to your contract. To access these forms, click the ‘My Account’ menu at the top of our website, then select Help & Support.
      • In the ‘Forms’ section of this page, click on the form you need to open; it will open as a PDF in a new browser window. You can then fill in the form and use downloaded.
      • Use ellipsis (three dots) button near the top right corner to save or print your filled-out form.
      • Access to downloadable annuity product prospectus and reports is also managed in ‘Help & Support’ following similar steps, by accessing their links under the ‘Prospectus and Reports’ section.

         

    • Access policy FAQs.
      • Click the ‘My Account’ menu at the top of our website, then select ‘Help and Support’.
      • In the ‘FAQs’ section of this page, click Policy Information. There, you will find several common questions and answers about having a policy with TruStage.

       

    • View and download your policy summary.
      • Click the ‘My Account’ menu at the top of our website, then select 'Account Overview.
      • Click ‘View Policy Details’ (insurance), ‘View Certificate Details’ (AD&D), or ‘View Contract Details’ (annuity) under the correct policy.
      • On the next screen, click ‘View Coverage Summary’ to view the policy summary. Your policy summary will open as a PDF in a new browser window.
      • You can save or print your summary by clicking the download button near the top right corner.

         

    • View and update your beneficiaries.
      • Click the ‘My Account’ menu at the top of our website, then select 'Account Overview.
      • Click ‘Beneficiaries’ under a policy to view your current beneficiaries.
      • While viewing your current beneficiaries, click ‘Update Beneficiaries Online’ to make a change.
      • Please note, we'll email you to confirm we’ve received any updates. Once reviewed, approved, and recorded by us, your updates will show up online.

         

    • View and update your online service account's email, phone number, mailing address, password, and 2-Step Security.
      • Click the ‘My Account’ menu at the top of our website, then select Personal Information.
        • Email address: click ‘Edit Email’. On the next screen, you’ll see the policies that will be affected by this update. Click ‘Continue’. You will then be asked to enter the new email you want associated with your account, reenter to confirm, and click ‘submit changes. You will then see a confirmation that your update has been made. You will also receive an email confirming the update.
        • Phone number: click Edit Phone. On the next screen, you’ll see the policies that will be affected by this update. Click ‘Continue’. You will then be asked to enter the new phone number, select if it is a mobile phone number or not, and click ‘save changes. You will then see a confirmation that we are processing your update and your change should appear in your account within 24 hours. You will also receive an email confirming the update.
        • Mailing address: click Edit Address. On the next screen, you’ll see the policies that will be affected by this update. Click ‘Continue’. You will then be asked to enter the new address. Fill out all relevant fields and click ‘Continue’. You will then see a confirmation that we are processing your update and your change should appear in your account within 24 hours. You will also receive an email confirming the update.
        • Password: click ‘Edit Password’. On the next screen, enter your current password, then enter and confirm your new password and click ‘Submit Changes’. You will then see a confirmation that your password has been updated. You will also receive an email confirming the update.
        • 2-Step Security: click Edit Security. On the next screen, select one of the following options for security code delivery: ‘Email’ (also provide a valid email address), Text/SMS (also provide a valid phone number) or ‘Voice call’ (also provide a valid phone number). Click ‘Update Method’. You will then see a confirmation that your security option has been updated. You will also receive an email confirming the update.
  • The policy owner must call us to request cancellation.