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Online Account Information FAQs

  • Yes. TruStage is part of the CUNA Mutual Group family of brands. TruStage insurance is issued by CMFG Life Insurance Company.
  • For your security, usernames cannot be changed.
  • Names on policies or your online service account cannot be changed online. Please call for assistance with all name changes.
  • Go to the Personal Information page to review the details that you can update online. To update any other information on your policy, please call us.
  • Yes. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information. We restrict employee access to nonpublic personal information about you on an as needed basis. Information we classify as “Restricted” under our Information Handling Procedure (such as your ACH account number) is always protected and stored with encryption. And, we use Transport Layer Security (TLS) whenever information is sent to us on the web. 
  • Creating an online service account lets you manage some features of your policy online. You can:

    • Make and schedule payments

    • View and download a policy summary

    • Update beneficiaries

    • Update phone, address and email

    • Reactivate a lapsed policy

    Create Your Account

  • To create an account, you'll need: 

    • Your name as it appears on your policy

    • Your ZIP Code

    • Your date of birth

    • The last 4 digits of your Social Security number

    • Your policy/certificate number (if known)

    In some cases, we may need your address and phone number.

  • You can create an account for many of our life insurance, accidental death & dismemberment (AD&D) insurance and annuity products. If they are no longer active, you may not be able to view them online.
  • You must be the policy owner to create an account.
  • Not all policies are available for online service. If you would like details about a policy you cannot access here please contact us.
  • For your security, you cannot use any of your previous passwords.
  • Your consent to Electronic Delivery gives you the ability to conduct certain transactions online today. As we enhance our online capabilities, this consent will also give you the option of receiving and signing certain documents electronically.
  • This may be because you have a type of policy we don't service online. Or, in some cases, you may have purchased a policy AFTER you created your online service account, in which case you would need to go to Account Overview and click Find Another Policy. In other cases, you may not see your policy because it is not active.
  • Personal information such as your date of birth and the last 4 digits of your Social Security number are needed as a security measure to verify your identity and to find your policy.
  • No. If you currently receive statements or other correspondence in the mail, that will continue. Electronic Delivery simply gives you the ability to conduct certain transactions online. In the future, if we offer options to switch from paper statements or correspondence to electronic delivery, you will be asked for your preferences.
  • It is an additional layer of security added to the sign in process for your account.    
  • After your username and password are verified, you will receive a security code by phone, text or email that you will need to input to access your account. 
  • You will enroll in 2-Step Security when creating an account. If you already have an account, you will be prompted to enroll as we gradually make this feature available to everyone.
  • You can choose to receive your security code by phone, text or email.
  • If you are having problems, please contact our office and a representative will assist in resolving your issue.
  • Go to the Personal Information page after signing into your account to review and make changes to your options.
  • TruStage is part of the CUNA Mutual Group family of brands. TruStage insurance is issued by CMFG Life Insurance Company. Since 1935, CUNA Mutual Group has provided insurance and investment products and programs to credit union members and other hardworking families.
  • 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.
  • 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.