We are constantly looking for ways to improve our customer service. Now, many account updates and transactions can take place within My Account. We encourage you to create an account and login now.
Reporting a loss of a loved one? Let us help.
Report a Death
Use this form to make any changes to your account's mailing address, email address or phone number.
Use this form to make a general beneficiary change.
Complete this form if designating an existing (living) trust as beneficiary.
Use this form to establish or change banks for deposits to your account.
Use this form to create the most convenient and secure way to make a payment. Once set up, your monthly bill will be automatically paid from your checking or savings account.
This form is to be completed and signed by any court-appointed guardian requesting a transaction. In addition to this form, specific court approval allowing the requested transaction must accompany this form. A copy of the court paperwork appointing the guardian is also required if not previously submitted to the Catholic Financial Life Home Office.
This form is to be completed and signed every time a power of attorney agent requests a transaction. In addition to this form, a copy of the power of attorney document is also required if not previously submitted to the Catholic Financial Life Home Office.
This form is required for beneficiary changes with existing trusts being named.
Use this form to change the name of the Insured and/or Owner. The IRS W-9 form is also required when submitting the change.
Download W-9 form
Use this form to request a change of beneficiary, or to transfer ownership.
Use this form to make a one-time only annuity withdrawal.
Use this form to establish or change scheduled automatic annuity withdrawals.
Use this form to make withdrawals from the premium deposit fund and/or the participation credit.
Use this form to make a change to your life dividend
Use this form to verify the amount available for withdrawal.
Use this form to verify the amount available and request a loan.
Use this form to apply for a waiver of premium on your life insurance policy.
Use this form to obtain a physician's statement to support a waiver of premium of your life insurance policy.
Use this form to authorize Catholic Financial Life to verify your medical information.
Use this form to keep track of service hours for eligibility for the Catholic Financial Life Scholarships.
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