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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→TruStage

Estate planning at TruStage

How to protect 9 TruStage accounts — manage beneficiaries online, fund a trust online, and file claims through TruStage's TruStage Customer Support

TruStage

Subsidiary of TruStage Financial Group, Inc. (formerly CUNA Mutual Group)

trustage.com→
TruStage logo
Phone1-855-591-9026
Mailing Address

TruStage Financial Group, Inc., 5910 Mineral Point Road, Madison, WI 53705

WebsiteLearn more→

TruStage Customer Support

Phone1-855-591-9026
WebsiteLearn more→

TruStage Consumer Claims (Life and AD&D)

Phone1-800-779-5433
EmailConsumerClaims@trustage.com
Fax1-608-236-8030
Mailing Address

TruStage Insurance Company, PO Box 61, Waverly, IA 50677-9202

WebsiteNotify online→
Verified Jul 2026

TruStage is a insurance company with 9 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for TruStage policyholders.

Managing beneficiaries at TruStage is straightforward—changes can be made online, by mail, and by phone, typically taking 10-15 minutes online; allow additional processing time for mail submissions. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).

There are two sides to estate planning at TruStage: setting things up while you're alive, and the process survivors follow after a death.

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, fund a trust online, and review 9 account types at TruStage.

View details →

When someone dies

Death claim process

Contact TruStage's TruStage Customer Support to file a claim. 4-step process, 9 required documents, and contact information for survivors.

View details →

For questions about any of these procedures, contact TruStage's TruStage Customer Support at 1-855-591-9026.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • trustage.com
  • consumerclaim.trustage.com
  • my.trustage.com

Data sourced from TruStage primary sources (15 pages reviewed). How we research.

TruStage

Subsidiary of TruStage Financial Group, Inc. (formerly CUNA Mutual Group)

trustage.com→
TruStage logo
Phone1-855-591-9026
Mailing Address

TruStage Financial Group, Inc., 5910 Mineral Point Road, Madison, WI 53705

WebsiteLearn more→

TruStage Customer Support

Phone1-855-591-9026
WebsiteLearn more→

TruStage Consumer Claims (Life and AD&D)

Phone1-800-779-5433
EmailConsumerClaims@trustage.com
Fax1-608-236-8030
Mailing Address

TruStage Insurance Company, PO Box 61, Waverly, IA 50677-9202

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your TruStage accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your TruStage accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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