Life Insurance
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Life insurance is an important piece of a strong financial plan. In the event of you passing away, you would want your family to be protected. Life insurance can help supplement your lost wages and help your family with expenses like a mortgage, college tuition and other debt.

Learn more about life insurance

To change your beneficiary, download and complete the Beneficiary Change Form. The form requires a witness signature to complete.

To download a copy of your policy:
1.    Log in to your online account.
2.    Scroll down to Policies on your dashboard and find the policy you are searching for.
3.    Click the Policy Information link.
4.    Select Policy Document to download your policy copy.

To download a copy of your insurance policy on your mobile device:

1. Log in to AFmobile.
2. Scroll down to the Policies section on the dashboard.
3. Select your policy.
4. Tap View Policy Document to open a pdf version of your policy. 

Note: Only the policy owner can view or request policy information/documents. If your policy document is not available online, you will see Policy Document Request form upon selecting View Policy Document. After you complete this form, our team will send you a copy of your policy and add it to your online account.

Unfortunately, you cannot request a loan through your online account. Please contact our customer care team or call 800-662-1113.

If your term period has expired, coverage will automatically renew up to the maximum age stated in your policy, and you will receive a letter informing you about your new premium rate. For a full schedule of any rate changes, your premium rates can be found in your policy. 

Please contact our customer care team, or call 800-662-1113.

Yes. Your life insurance is an individual policy and can be taken with you if you leave employment. To learn more and move to direct billing, please complete the Policy Continuation contact form or call 800-943-2231.

All U.S. beneficiaries are required to fill out a Form W-9 to comply with tax regulations. The benefit for a life insurance policy is non-taxable, but the interest may be taxable if it exceeds $600. Even if the interest amount is less than $600, a Form W-9 is required.

American Fidelity can only release benefit information, including a copy of the policy, to the named beneficiary after the insured has passed.

No, if one beneficiary has submitted all necessary requirements, we can move forward with paying their portion of the benefit. We will not be able to release payment to an individual beneficiary until their requirements have been submitted.  

If legal affidavits are required in order to confirm the surviving heirs, American Fidelity must wait until all completed and notarized affidavits are returned before we can move forward with payment.

If the claim is payable, the location of the death will not impact the payment.

Exclusions and limitations are provided within your policy. You may obtain a copy of your policy through your online account. 

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