Service Center

The Member Services team is here to help you. If you have questions about your policy, Catholic Financial Life, our products, or our services, our Member Services team will be happy to assist you.


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.

My Account 

Reporting a loss of a loved one? Let us help.

Report a Death

Member Service Forms

Still like paper? We have that too. Most of the forms you need to modify your account can be found below. We do encourage you to create an account and make beneficiary changes, name changes and address changes through My Account
Address Change Form
General Beneficiary Change Form
Trust Verification Form

Electronic Funds Forms

Authorization for Electronic Funds Transfer
Electronic Funds Transfer Plan Authorization for Premium Withdrawal

Verification & Certification Forms

Guardian's Certification Form
Power of Attorney Certification Form
Verification of Existing Trust Form

Name Change / Transfer of Ownership Forms

Change of Name
Transfer of Ownership, Name Change, & Beneficiary Change

Transaction Forms

Annuity Partial Withdrawal Form
Automatic Annuity Withdrawal Form
Knight Life Withdrawal Form
Life Dividend Option Change Form
Life Dividend Withdrawal Form
Loan Request Form

Waiver of Premium Forms

Claimant's Statement for Disability Benefits
Attending Physician's Statement
General Medical Authorization

Scholarship Program

Service Hours Form
Find an Advisor

Find an Advisor

Get Started Today

Back To Top

Ahora estas ingresando a un sitio web de idiomas mixtos. Algunas secciones no están traducidas al español y seguirán estando en inglés.