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Prearranged Funeral & Final Expense Insurance

Policyholder and Beneficiary Resources

Information to make a payment or file a claim.

 

Payment Options

Manage policy payments.

Make a payment

 

File a Claim

Start the claims process or request the release of medical records for claims.

File a Claim as a Beneficiary

File a Claim as a Funeral Home

Release of Medical Records

If you prefer to start your claim via phone:
For Prearranged Funeral policies, please call: 1-800-533-2220
For Final Expense policies, please call: 1-800-621-7162

 

Submit a form in 3 easy steps:
Step 1
Find and click on the form you need on this page.
Step 2
Fill in, print, and sign the form.
Step 3
Scan the completed and signed form to return by email or fax with supporting documents.

Email: psdocuments@trustage.com (name and policy number in the subject line)

Fax: 605-719-0601 (name and policy number on the cover page)

Questions? If you have questions or need additional assistance, email psdocuments@trustage.com or give us a call at 1-800-280-5649

 

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 policy Beneficiary

Change the owner of a policy

Owner or insured name change

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 Prearranged Funeral 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.

Newsletter