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How to Contact AICPA for Life Insurance Support

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How to Contact AICPA for Life Insurance Support

Direct Answer: AICPA Life Insurance Phone Number

For members who need help with their AICPA‑provided life insurance, the primary phone line is 1‑800‑732‑3868. This toll‑free number connects you to the AICPA Member Benefits Center, where representatives can verify eligibility, explain coverage options, and process changes.

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Why AICPA Offers Life Insurance

The American Institute of Certified Public Accountants (AICPA) partners with leading insurers to give members access to affordable group life policies. These policies are designed to complement personal coverage, offering:

  • Competitive group rates based on the collective risk pool of CPA members.
  • Portability options when you change firms or retire.
  • Streamlined enrollment through the AICPA member portal.

When to Call the AICPA Benefits Center

Use the phone line for any of the following situations:

  • Confirming that you are eligible for the group life plan.
  • Adding or removing beneficiaries.
  • Updating personal information (address, marital status, etc.).
  • Requesting a copy of your policy documents.
  • Reporting a claim or asking about claim status.

Alternative Ways to Reach AICPA Life Insurance Support

If you prefer not to call, AICPA provides several other channels:

Member Benefits Portal

Log in to AICPA Member Benefits with your member credentials. The portal offers live chat, secure messaging, and downloadable policy forms.

Email Contact

Send detailed inquiries to benefits@aicpa.org. Expect a response within 1‑2 business days.

Mailing Address

For formal requests or document submissions, use:

AICPA Member Benefits Center220 Leigh Farm RoadDurham, NC 27707

Hours of Operation

The phone line and live chat are available Monday‑Friday, 8:00 AM – 6:00 PM Eastern Time. Calls placed outside these hours are queued for the next business day.

Step‑by‑Step: How to Verify Your Coverage

Follow these steps to quickly confirm your life‑insurance status:

  • Gather your AICPA membership number (found on your membership card or online profile).
  • Dial 1‑800‑732‑3868 and select the option for "Life Insurance" when prompted.
  • Provide your membership number and personal identification details to the representative.
  • Ask the rep to read back your current coverage limits and beneficiary designations.
  • If any information is outdated, request an immediate update or ask how to submit changes online.
  • Common FAQs

    Q: Is the AICPA life insurance policy separate from my personal policy?A: Yes. The group policy is an additional benefit and does not replace personal coverage.

    Q: Can I keep the policy if I leave the CPA profession?A: The policy is portable for a limited period (typically 12 months) after termination of membership, after which you may need to convert to an individual policy.

    Q: Are there any enrollment deadlines?A: Open enrollment occurs annually in October‑November, but qualifying life events (marriage, birth, etc.) allow mid‑year changes.

    Quick Reference Table

    Contact MethodVerified DetailSource Type
    Phone1‑800‑732‑3868 (Member Benefits Center)Official AICPA member benefits page
    Emailbenefits@aicpa.orgOfficial AICPA contact directory
    Portal Live ChatAvailable 8 AM‑6 PM ET, Monday‑FridayMember portal user guide

    What to Expect After Contact

    After you reach a representative, the typical workflow includes:

    • Verification of identity and membership status.
    • Review of current policy details.
    • Documentation of any requested changes (often completed within 24‑48 hours).
    • Confirmation email with updated policy statements or next steps.

    Keeping a record of the call reference number and the representative's name will help streamline any future interactions.

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