Frequently Asked Questions

General Information

What is a fraternal benefit society?

A not-for-profit, financial services organization that provides mutual aid, benefits, insurance protection, and opportunities for engagement for members and their families.

How do I become a member?
What are your hours?
How is the Catholic faith represented in your company?
Are you a part of the Catholic Church?
What is the relationship between Catholic Financial Life and Trusted Fraternal Life?

Products and Services

How do I get a quote for your insurance?

Contact an advisor or broker or call our Insurance Solutions team at 1-800-965-2547. 

What products do you offer?
Where do you provide insurance?

Member Benefits

What are your member benefits?

Members who are the primary insured on a Catholic Financial Life product or insured under a spousal rider are eligible to apply for additional value-added benefits. Benefits are grouped into four categories: educational, financial, spiritual and wellness. To view our full list of benefits, visit our member benefits page.

Who is eligible for member benefits?
How can I apply for member benefits?
When can I apply for scholarships?
How many years have I been a member?
Where can I find information on regional member events?
Why wasn’t I invited to a member event?
Can I pay for a regional member event with a credit card?

Chapter Information

What is a chapter?

A chapter is a volunteer, member-led unit that serves a specific geographic area and is managed by a local group of leaders who organize activities to serve our members and the communities in which they live.

How do I know what chapter I am in?
Where can I find information on chapter events in my area?
How can I change my chapter?
How can I get involved with my chapter?
How can I contact someone from my chapter?
What can I do if I don’t have a chapter in my area?
What is an Impact Team and how can I apply for one?


How do I pay my bill?

To pay your bill, please mail a check with your notice in the envelope provided or pay online.

Where can I find my ID and PIN # in Bill Pay?
What is the difference between a registered user and a one-time user?
How do I know if I set up recurring automatic payments?
How do I change my bank account information?
Has Catholic Financial Life received my premium?
Where do I send my premium?
When will my payment be applied?
How can I get a copy of a 1099 form?

Account Information

How do I access my account?

To access your account, visit My Account or call our Member Services department at 414-278-6540 or 877-426-6540.

How do I change my contact information (address, phone number, etc.)?
What is the value of my policy?
What is my policy number(s)?
If I lost my policy, how can I get a new one?
Am I able to increase my coverage or reduce it?
How do I find my advisor?
How do I update my beneficiaries?
Where do I send my completed forms?
How do I know you received my forms?
What is the difference between Bill Pay and My Account?
What do you need if I am signing as Power of Attorney?


How do I file a claim/report a death?

To file a claim/report a death, please login in to My Account to submit an online form. You also have the option to visit the Service Center and download the form to mail in or call our Member Services Department at 414-278-6540 or 877-426-6540.

What is needed to file a claim/report a death?
Who is my beneficiary?
What is the status of my claim?

Technical Support

How do I change my password?

Go to the My Account page and click on the Reset Password link below the login fields. You will receive an email asking you to reset your password.

What are the specific requirements to create a new password?
How do I create an online account?
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