Funeral Preplanning & Final Expense Insurance
Policyholder and Beneficiary Resources
Information to make a payment or file a claim.
Payment Options
Manage policy payments.
File a Claim
Start the claims process or request the release of medical records for claims.
File a Claim as a Funeral Home
If you prefer to start your claim via phone or have additional questions on your policy:
For Funeral Preplanning Insurance policies, please call: 1-800-533-2220
For Final Expense Insurance policies, please call: 1-800-621-7162
Email: psdocuments@trustage.com (include the policy number in the body of the email or on the attached document)
Your privacy is important to us. We recommend that you take the extra steps necessary to send your emails and attachments via a secure email method to protect your privacy.
Fax: 605-719-0601 (name and policy number on the cover page)
Downloadable Forms
All these forms can be downloaded, filled in, printed, and returned via email or fax (see instructions above).
Update banking information for premium withdrawals
Change the designated Funeral Home (specific policies only)
Allow policy information to be released to a designated person
For assistance with forms, please call:
1-800-533-2220 for Funeral Preplanning Insurance policies
1-800-621-7162 for Final Expense Insurance policies
Emotional and Practical Support
The Association for Personal Resource Planning Lifeline Newsletter provides information for beneficiaries and loved ones dealing with grief and navigating the funeral planning process.