Helping Our Members

We want to serve you as best we can, and sometimes that means helping you help yourself.

Often you need a form to submit to the Membership Services Department, or you want to fill out the form before you meet with your local Agent. Here are our most requested forms.

Members may make a variety of changes — including change of address, name of insured, owner, Payor, etc., change of premium mode and/or amount, branch transfer, certificate withdrawal, dividend withdrawal, premium deposit fund withdrawal, certificate loan, and surrender, and many more — simply by completing one of the following forms.

Mail, fax, or email the completed form to:

Catholic Life Insurance
Attn: Membership Service Center
P.O. Box 659527
San Antonio, Texas 78265-9527.

Fax: (210) 828-4629
Email: mscenter@cliu.com

Member Forms

Life Transaction Form

Members may use this form for the following transactions on life certificates (Whole Life, Term Life, Universal Life, Ordinary Life, etc.):

Annuity Transaction Form

Members may use this form for the following transactions on annuity certificates (Traditional IRA, SEP-IRA, Roth IRA, Non-Qualified Annuity, Trust/Endowment Annuity, etc.):

Change the address, telephone, or email address of the Annuitant, Owner, Payor, Beneficiary, or Assignee.
Make certificate changes, request transactions, or other requests.
If you are requesting a taxable transaction, you will also need to submit a completed IRS Form W-4R. You can request this form from our Membership Service Center or find it on the IRS.gov website.

Name Change Form

Members may use this form if there is a change to the name of the Insured/Annuitant Owner, Payor, Beneficiary, or Assignee.

Premium Transaction Form

Members may use this form to change their premium method or frequency.

CHANGE OF OWNER OR BENEFICIARY FORM

Members may submit a change of owner or beneficiary by completing this form.

NOTICE OF DEATH FORM

Members may submit a notice of death by completing this form.

BANK DRAFT FORM

Paying your life insurance/annuity premium by bank draft is the simplest way to ensure that we receive your payment on time.

COMPLAINT FORM

Catholic Life Insurance prides itself on caring for our members. If you have a complaint, please see the attached form.

Not a Member Yet?

If you are interested in learning more, we encourage you to contact our home office or one of our agents to discuss our life insurance and retirement products and determine if they are right for you. Once you purchase any Catholic Life Insurance life insurance or retirement product, we encourage you to become an active member in your Branch.