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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Simply follow the steps below: Log in to My Income customer portal. Click Payment in the navigation bar, and then Manage GIRO arrangement (for Life policies) or Change payment method (for IncomeShield) Select the policy you would like to change the payment method for.
How do I upgrade my plan? For existing IncomeShield policyholders, you can choose to upgrade your plan to enjoy better benefit by submitting an upgrade request via My Income customer portal or you can speak to your advisor.
Tap your user icon in the upper-right corner to access your Account Information. Select Change in the Payment method for automatic renewal and pre-order payments: area. Choose between Credit Card, PayPal or Funds Only and follow the on-screen instructions to update your payment method.
If changes are needed, the only option is to cancel the payment and choose another payment method. Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling.
Q:How do I upgrade/downgrade my IncomeShield plan and/or rider? A: You can do so via My Income customer portal. An email acknowledgement will be sent to your registered email address upon successful submission of your request.

People also ask

How do I change my Direct Debit details? Open the iD Mobile app or log-in to My Account Online. Tap Bills. Tap Payments. Tap Edit Direct Debit details. Enter your Direct Debit details and tap Save.

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