- If you want to make a one-time payment, select the ‘My account’ menu at the top of our website, then select ' Manage my account’.
- View the Payment Details section. If a payment is due, select the Make a Payment button.
- 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.
- Select the ‘My account’ menu at the top of our website, then select 'Manage my account’ .
- View the Payment Details section. Select from the button options in this section.
- When logged in to your account, look for the ‘Live Chat’ button at the bottom of the ‘Manage my account’, ‘Find a quick answer’, or ‘Get in touch’ pages found under the ‘My account’ menu.
- Select 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’.
- We have downloadable forms you may need for requesting changes to your contract. To access these forms, select from the ‘My account’ menu at the top of our website, then select ‘Find a quick answer’ .
- In the ‘Forms’ section of this page, select the form you need to open; it will open as a PDF in a new browser window. You can then fill in the form.
- Save or print your filled-out form by selecting the download button near the top right corner.
- Access to downloadable annuity product prospectus and reports is also managed in the ‘Find a quick answer’ following similar steps, by accessing the links under the ‘Prospectus and Reports’ section .
- Select the ‘My account’ menu at the top of our website, then select ‘Find a quick answer’.
- In the ‘FAQs’ section of this page, select ‘Policy Information’. There you will find several common questions and answers about having a policy with TruStage.
- Select the ‘My account’ menu at the top of our website, then select 'Manage my account’ .
- Select ‘View Policy Details’, ‘View Certificate Details’, or ‘View Contract Details’ under the overview section.
- On the next screen, select ‘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 choosing the download button near the top right corner.
- Select the ‘My account’ menu at the top of our website, then select 'Manage my account’ .
- View the Beneficiary Details section for your current beneficiary information.
- To make a change, select the button to view your update options.
- Once reviewed, approved, and recorded by us, your updates will show up online.
- Select the ‘My account’ menu at the top of our website, then select ‘Manage personal information’ .
- Email address: select ‘Edit Email’. On the next screen, you’ll see the policies that will be affected by this update. Select ‘Continue’. You will then be asked to enter the new email you want associated with your account, reenter to confirm, and ‘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: select ‘Edit Phone’. On the next screen, you’ll see the policies that will be affected by this update. Select ‘Continue’. You will then be asked to enter the new phone number, select if it is a mobile phone number or not, and select ‘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: select ‘Update address’. On the next screen, you’ll see the policies that will be affected by this update. Select ‘Continue’. You will then be asked to enter the new address. Fill out all relevant fields and select ‘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: select ‘Edit Password’. On the next screen, enter your current password, then enter and confirm your new password and select ‘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: selectEdit 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). Select ‘Update Method’. You will then see a confirmation that your security option has been updated. You will also receive an email confirming the update.
How can I turn on 2-Step Security? +
You will enroll in 2-Step Security when creating an account. If you already have an account, you will be prompted to enroll after login as we gradually make this feature available to everyone.
Need help?
Our Customer Care Center is currently closed but feel free to reach out anytime. Select the Contact Us link below or use our automated phone system 24/7 for policy details, payments and more.
Why TruStage +
Legal +
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- Domestic abuse victim policy
TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates. Securities distributed by CUNA Brokerage Services, Inc., member FINRA/ SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All guarantees are based on the claims paying ability of the underwriting company. Insurance products are issued by CMFG Life Insurance Company, MEMBERS Life Insurance Company, CUMIS Insurance Society Inc., CUMIS Specialty Insurance Company Inc., American Memorial Life Insurance Company, and Union Security Insurance Company.
America’s Best Insurance Companies 2024 scores were based on the responses of 15k consumers in categories: overall recommendation, satisfaction, loyalty, advice, customer service, price/performance, transparency, digital services and damage/benefit service. This award is based an independent survey of 3,200+ companies. TruStage’s Permanent Life Product, underwritten by CMFG Life Insurance Company ranked #9 in the Permanent Life Category.
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Corporate Headquarters 5910 Mineral Point Road, Madison WI 53705
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