Frequently Asked Questions

Customer Service can be reached at 1-800-225-3108. We are open from 7am - 5pm Monday - Thursday, and Friday 7am - 12pm (Central Time). Our Customer Service specialists are available to serve you in English or Spanish.

Yes, you can view your certificates/policies by creating an online account. After creating your online account, any certificates/policies on which you are the owner and the insured will automatically be connected and viewable in your online account. If you have any issues with creating an account, please contact Customer Service at 1-800-225-3108.

To create an online account, please visit our Member website. You will then need to provide a unique user name, a valid email address, and a password, along with answering four security questions. After acknowledging the Terms and Conditions, click the Next button to continue.

On the next screen, you will need to provide the last four digits of your social security number, your date of birth and your mailing zip code, then click the Submit button. Once your information has been connected in our systems, you will be prompted to log in using the user name and password you created.

Upon logging in, you will see the certificates/policies on which you are the owner and the insured.

If you require further assistance please call our Customer Service at 1-800-225-3108. Representatives are available Monday through Thursday, 7:00 a.m. to 5:00 p.m., and Friday 7:00 a.m. to 12:00 p.m. (Central Time).

This means the site was unable to find your records based on the information you entered in your profile. To make sure that we have the correct information for you on file and to resolve this issue quickly, please contact Customer Service at 1-800-225-3108, or contact us online and include your name, certificate/policy number(s) and request.

You can make a one-time, non-recurring premium payment from your checking or savings account after creating an online account. Log in to your account, then click on the Payments tab at the top of the screen. Complete the online form and then click the Submit button.

You can have your payments automatically withdrawn from your bank account on a recurring basis for certificates/policies. This is very convenient, eliminates late payments and may be eligible to receive a premium discount. Log in to your account and choose the Forms tab at the top of the page. Fill out the Pre-Authorized Payment Plan Form completely, print it, get the appropriate signature(s) for the account, and mail it to WoodmenLife.

If you need assistance, contact your Sales Representative or Customer Service at 1-800-225-3108. You can also contact us online if you have any questions.

To change your beneficiary for certificates/policies for which you are the owner, log in to your account, then click the Forms tab at the top of the page. Fill out the Beneficiary Change Form completely, print it, get the appropriate signature(s), and mail it to WoodmenLife.

If you need assistance, contact your Sales Representative or Customer Service at 1-800-225-3108. You can also contact us online if you have any questions.

As the owner or payor of a certificate/policy, you can log in to your account, then click on the Forms tab at the top of the page to download the Pre-Authorized Payment Plan Form. Fill the form out completely with the new bank account information, print it, and mail it to WoodmenLife.

You can also contact your Sales Representative, Customer Service at 1-800-225-3108, or contact us online with your name, certificate number(s) and request.

As the owner of the certificate/policy, you can log in to your account and complete the online Change of Address Form. Choose the Change Address/Phone link in the right column, enter the new information and select Save Changes to submit it. For assistance, please contact your Sales Representative, Customer Service at 1-800-225-3108, or contact us online.

Please send payments to the PO box listed on the payment slip enclosed with your premium statement. If you did not receive a premium statement, contact Customer Service at 1-800-225-3108.

General correspondence via USPS:
WoodmenLife
PO Box 35903
Cleveland, OH 44135-0903

Overnight shipping via UPS or FedEx:
WoodmenLife
1700 Farnam St.
Omaha, NE 68102

Medicare Supplement insurance correspondence:
WoodmenLife
PO Box 2944
Omaha, NE 68103

As the owner of the certificate/policy, you can log in to your account and choose the Forms tab at the top of the page. Then select the Name Change Form to download it. Fill out the Name Change Form completely, print it, provide the appropriate signatures, and mail it to WoodmenLife.

If you need assistance, contact your Sales Representative or Customer Service at 1-800-225-3108. You can also contact us online if you have any questions.

If you are the owner and the insured on the certificate/policy, you can create an account to view your certificates/policies online. To create an online account, please visit our Member website and follow the on-screen instructions. Upon logging in, you will be able to view your certificate/policy information.

If you need assistance, contact your Sales Representative or Customer Service at 1-800-225-3108. You can also contact us online if you have any questions.

For information on becoming a WoodmenLife member, you can contact a sales representative, call Customer Service at 1-800-225-3108 or contact us with your name, address, phone number, and best time to call you.

As the owner of the certificate, you can contact your Sales Representative or Customer Service at 1-800-225-3108. You can also contact us online. Be sure to provide your name, address, phone number, and your request to change to a non-tobacco user. We will then mail you the form and instructions that you will need to complete and return to us by mail.

College Savings Plans are available through our subsidiary, Woodmen Financial Services, Inc. Your WoodmenLife Registered Representative can provide information on the various plans available. For more information, you can also call Woodmen Financial Services, Inc. at 1-877-664-3332, visit the College Savings page or contact us online. Please provide your name, address, phone number, best time to call, and request information on College Savings Plans.

You can contact your Sales Representative, Customer Service at 1-800-225-3108 or contact us online. We will mail you the form and instructions. You must fill out the form completely and return it to us by mail.

As the owner of the certificate/policy, you can contact your local sales representative or you can contact Customer Service at 1-800-225-3108 or contact us online. Be sure to include your name, address, phone number, and your request to receive a duplicate annual report.

Traditional and Universal Life certificate statements are mailed each year by the 15th day of the anniversary month. Annual Reports are mailed each January for all annuity certificates. Mid-year reports are mailed in July for the following types of Annuity certificates with values of $5,000 or more: Flexible Premium Deferred Annuity, Single Premium Deferred Annuity and Non-Life Single Premium Immediate Annuity. These include Basic Annuities, IRAs, ROTHs, SIMPLEs, SEPs, and TSAs.

Due to federal and state privacy laws, WoodmenLife will not disclose the personal information of deceased individuals unless it is in relation to a claim or a potential claim.

All tax forms are required to be postmarked prior to January 31. You can also contact Customer Service at 1-800-225-3108 or contact us online for tax information.

As the owner of the certificate, you can contact Customer Service at 1-800-225-3108 or contact us online. Be sure to provide your name, address, phone number, and request a duplicate tax form.

A reportable transaction was generated on your certificate.

Generally, for life insurance, distributions are taxable when the amount received is greater than the amount paid into the certificate.

Refunds can be used to purchase additional insurance, held on deposit or received in cash. When the amount of the funds received exceeds the amount paid into the certificate a 1099-R will generally be produced.  The 1099-R will generate regardless of refund method.

Refunds held on deposit earn interest. The interest is reported to you each year similar to a savings account.

Interest earned on annuities is deferred until the funds are withdrawn. If a withdrawal is made and there is taxable gain on the certificate, a 1099-R will be issued.

Form 5498 is used to report contributions and rollovers to your retirement plan, including IRAs, Roth IRAs, SEPs and SIMPLEs. It is also used to report the fair market value of the plan at year end.

You are receiving this form because you made a contribution to your retirement plan in the current year for the prior year. Contributions can be made to your retirement plan up until April 15 of the current year for the previous year.

If you have additional questions related to your tax form(s), please contact your local sales representative or contact Customer Service at 1-800-225-3108. If you have specific questions related to the filing of your taxes, please contact your tax professional.