Service Center

Use this form to make any changes to your account's mailing address, email address or phone number.

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Use this form to make a general beneficiary change.

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Complete this form if designating an existing (living) trust as beneficiary.

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Use this form to establish or change banks for deposits to your account.

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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.

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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.

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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.

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This form is required for beneficiary changes with existing trusts being named.

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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.

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Download W-9 form

Use this form to request a change of beneficiary, or to transfer ownership.

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Use this form to make a one-time only annuity withdrawal.

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Use this form to establish or change scheduled automatic annuity withdrawals.

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Use this form to make withdrawals from the premium deposit fund and/or the participation credit.

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Use this form to make a change to your life dividend 

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Use this form to verify the amount available for withdrawal.

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Use this form to verify the amount available and request a loan.

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Use this form to apply for a waiver of premium on your life insurance policy.

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Use this form to obtain a physician's statement to support a waiver of premium of your life insurance policy.

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Use this form to authorize Catholic Financial Life to verify your medical information.

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Use this form to keep track of service hours for eligibility for the Catholic Financial Life Scholarships.

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