Call 800.223.7473
Age Range
Select Plan to view rate class savings:
up to 80% lower than Standard
up to 67% lower than Standard
up to 73% lower than Standard
up to 66% lower than Standard
Select Plan to view the Annual Cash Refund percentage:
Changing your mode of payment may increase your Annual Cash Refund by up to 2% (2)
Switching to EFT may increase your Annual Cash Refund by $25.00
You could increase your Annual Cash Refund by $25.00 if you have more than one Trust product
Participants are eligible for a mode of payment bonus if contributions are paid annually or semiannually. A 2% bonus refund would apply for participants paying contributions annually. (1% bonus refund would apply for participants paying semiannually2). For participants making monthly Electronic Fund Transfer payments, their refund may be increased by $25.00.
If a dependent is over the age of 25 and no longer eligible for coverage, the participant’s Annual Cash Refund would no longer be reduced by $6.00. It’s important to contact an Advisor at 800.223.7473 to make them aware of this change.
This refund amount is based on your insurance contribution in the Plan for the specified policy year noted on the Annual Cash Refund statement. In order to receive this refund for the Plan, you must be an active participant through the end of the specified policy year.
If you changed your coverage during the Plan year, your Annual Cash Refund amount may be increased or decreased according to the coverage changes you made.
Your Annual Cash Refund could be different due to your rate class or payment mode.
Although these refunds are never guaranteed, you can change your preference for future Annual Cash Refunds by accessing your account on the Online Self-Service Center at trustmyaccount.cpai.com. Account credits are deducted from the next invoice due on your account (this option is not available for customers paying by EFT and Group Variable Universal Life (GVUL) customers). Certain other limitations may apply as noted on the Self-Service Center.
Participants can change their coverage at any time through the Online Self-Service Center or they can send a written request to Aon.
For individual policies, you may request a billing cycle change at renewal time. All changes must be submitted in writing or online by accessing the Trust Online Self-Service Center at trustmyaccount.cpai.com. Monthly payment modes must be paid through EFT only. Semi-annual or annual modes can be either direct bill or EFT. If you prefer EFT, please include a voided blank personal check with your written request.
You can make coverage changes at any time throughout the year. All changes must be submitted in writing or online by accessing the Trust Online Self-Service Center at trustmyaccount.cpai.com. Important—if submitting a change in writing, please include your name, telephone number, account number, specific change and owner signature/signature date. Send or fax your written request to the address on the back.
Please note: To add Disability Waiver or increase coverage, you must submit your request through the application process. Apply online at trustmyaccount.cpai.com
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Life Insurance rates that won't change for 10 or 20 years. (3)
Life coverage to age 100...plus a fixed account that provides an opportunity to help grow your money. (4)
Spouse coverage at the same affordable rates as CPA Life.
Help loved ones remember you … not the bills you left behind.
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Life insurance rates that won't change for 10 or 20 years.
Life coverage to age 100 plus a guaranteed 4%* fixed account.
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