Frequently Asked Questions

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

Whether it’s financial protection offered by our life insurance products, or helping you to achieve your retirement goals, Catholic Financial Life has a variety of products to help protect your financial future. To learn more, visit our solutions or contact an advisor. 

Catholic Financial Life is licensed to sell life insurance and annuity products in the following states: Arkansas, Arizona, Colorado, Connecticut, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Vermont, Washington, West Virginia, and Wisconsin. Not all products are available in all states.

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.

Any Catholic Financial Life financial member can apply for member benefits. However, some benefits require one year of continuous membership before members are eligible to apply. These include a Catholic retreat, summer camp and scholarship benefits.

You can apply online through “My Account” for the majority of our member benefits. Several benefits require you to complete a form, which can also be found in the “My Account” section.

Each year, open enrollment for scholarship applications are available in Fall until the end of March. The required service hour form needed to apply for scholarships is available year round and can be found in My Account or the Service Center. For all scholarships, the student must be a financial member for at least one continuous year prior to applying.

To find out how long you have been a member, please contact our Records department at 414-278-6496 or email records.generalmail@catholicfinanciallife.org.

To find information or to register for upcoming regional member events, please visit our member events page.

Some of our larger regional events are sponsored by local chapters with support from neighboring chapters. If your chapter is not participating in a specific event, you will not receive an invitation.

Yes, you can pay for a regional member event via credit card.

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.

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

A registered user is when Catholic Financial Life stores your bank account information so you can set up recurring payments. A one-time does not store your information.

After you register for online Bill Pay, you will receive an email confirmation when you set up recurring payments. In addition, you may call our Member Services department at 414-278-6540 or 877-426-6540 to verify that you are registered.

To change your bank account information, please call our Member Services department at 414-278-6540 or 877-426-6540.

To confirm if Catholic Financial Life has received your premium, please log into My Account or call our Member Services department at 414-278-6540 or 877-426-6540.

To find a copy of a 1099 form, please visit My Account or call our Member Services department at 414-278-6540 or 877-426-6540.

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

To change your contact information, 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.

Please note: By using the My Account online form, your account will be updated within four business days. If you mail in the form or call our Member Services department, your account will be updated within ten business days.

To determine the value of your policy, visit My Account or call our Member Services department at 414-278-6540 or 877-426-6540.

To determine your policy number(s), visit My Account or call our Member Services department at 414-278-6540 or 877-426-6540. Please note: you can only find out a policy number if you are the owner of the policy.

If you lost your policy, you can inquire about a statement of insurance at no charge. Otherwise, a duplicate copy of the policy is $25 plus the form inquired.

To find out how to increase your coverage or reduce it, please contact your Catholic Financial Life Advisor (stated in My Account), or call our Member Services department at 414-278-6540 or 877-426-6540. You are not able to make this type of change online.

To find out who your Catholic Financial Life Advisor is, visit My Account. Your advisor will be listed on the left-hand side navigation under My Account. Their name is also displayed on most mail correspondence you receive from Catholic Financial Life. 

To update your beneficiaries, 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.

Please note: By using the My Account online form, your account will be updated within four business days. If you mail in the form or call our Member Services department, your account will be updated within ten business days.

To submit a completed form, log in to My Account. You can also scan the form and email it to service@catholicfinanciallife.org, fax it (414-223-3201) or mail it:
Catholic Financial Life
PO BOX 3211 
Milwaukee, WI 53201

If mailed, you will get a response from us within 5 to 10 working days confirming that your forms have been received. If after that time you have not received a call, please contact our Member Services department at 414-278-6540 or 877-426-6540. If you completed a form online, you should see a confirmation screen indicating your form was submitted.

My Account includes detailed information regarding your policy and also allows you to enroll for member benefits.
Bill Pay allows you to pay your premium online only.

If you are signing as Power of Attorney, you will need to send us your Power of Attorney document, if we do not otherwise have one on file. In addition, the Power of Attorney Certification form is needed. The Power of Certification form can be found in My Account.

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.

To file a claim/report a death, please complete and return the claimant statement we will mail to you along with any additional forms that may be required dependent on the claim.
 

To find your beneficiary, visit My Account or check your Annual Statement.

To find out the status of your claim, please call the Claims department at (414) 278-6640 or (800) 927-2547. A status of your claim is not available online at this time. 

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.

Passwords must be 8 characters long and include an uppercase letter, a lowercase letter, a number, and a special character (!@#$%&?).

To create an account, follow the steps in the following PDF.