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On the next screen, you’ll see the policies that will be affected by this update. Select the ‘My account’ menu at the top of our website, then select ‘ Manage personal information ’.

View and update your online service account's email, phone number, mailing address, password, and 2-Step Security.

Once reviewed, approved, and recorded by us, your updates will show up online.

To make a change, select the button to view your update options.

View the Beneficiary Details section for your current beneficiary information.

Select the ‘My account’ menu at the top of our website, then select ' Manage my accoun t ’.

You can save or print your summary by choosing the download button near the top right corner.

Your policy summary will open as a PDF in a new browser window.

On the next screen, select ‘View Coverage Summary’ to view the policy summary.

Select ‘View Policy Details’, ‘View Certificate Details’, or ‘View Contract Details’ under the overview section.

View and download your coverage summary.

There you will find several common questions and answers about having a policy with TruStage.

In the ‘FAQs’ section of this page, select ‘ Policy Information ’.

Select the ‘My account’ menu at the top of our website, then select ‘Find a quick answer’.

Access to downloadable annuity product prospectus and reports is also managed in the ‘Find a quick answer’ following similar steps, by accessing the links under the ‘Prospectus and Reports’ section.

Save or print your filled-out form by selecting the download button near the top right corner.

In the ‘Forms’ section of this page, select the form you need to open it will open as a PDF in a new browser window.

To access these forms, select from the ‘My account’ menu at the top of our website, then select ‘ Find a quick answer ’. We have downloadable forms you may need for requesting changes to your contract.Download service forms, prospectus, and reports.If unavailable, the ‘Live Chat’ button will appear as ‘Offline’. Live chat is only available at certain times.Once connected, you may begin messaging.Select the ‘Live Chat’ button to open a new chat window and connect with a customer service team member as soon as one is available.When logged in to your account, look for the ‘Live Chat’ button at the bottom of the ‘Manage my account’, ‘Find a quick answer’, or ‘Get in touch’ pages found under the ‘My account’ menu.Chat with a customer service team member.Select from the button options in this section. Select the ‘My account’ menu at the top of our website, then select ' Manage my account ’.After you’ve made the correct selection and entered payment information, select ‘Continue’.Depending on the details of your policy, you may be asked to choose what your payment is going towards by selecting: ‘Pay Premium’, ‘Pay Loan’, or ‘Pay Premium and Loan’.If paying by credit or debit card, either select a saved card or provide the card details for the card you want to use for your payment.If paying by checking or savings account, either select a saved account or provide the routing number, account number, and name on the account for the account you want to use for your payment.On the next screen, select if you are paying by ‘Checking or savings account’ or ‘Credit or debit card’.If a payment is due, select the Make a Payment button. If you want to make a one-time payment, select the ‘My account’ menu at the top of our website, then select ' Manage my account’.

Here’s what you can do when logged in to your online service account and how to do it: You can also log in to your personal account or create an account from the ‘For individuals’ menu at the top of our website by choosing ' Manage my account'. Simply use the ' Log in' link on our website to log in to your personal account or create an account. That’s why most account management tasks, including connecting with our Customer Care team if you have questions or concerns, can be done through your account when it’s convenient for you. We want to make reviewing, paying and updating your policy easy and convenient.

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