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Funeral Preplanning & 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 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


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: (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 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 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.