Estate planning and settlement at ADP
Name beneficiaries online and report a death at 1-800-695-7526
ADP is a retirement provider managing 10 retirement retirement accounts. These tax-advantaged accounts transfer by beneficiary designation—not by will—making it critical to keep designations current and aligned with broader estate planning goals.
Beneficiary designations at ADP can be managed online, by phone, and by mail. Trust funding options vary by account type—check with ADP for specifics.
There are two sides to estate planning at ADP: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 10 account types at ADP.
Preparing your estate →Death claim process
Report the death to ADP's Retirement Services Participant Service Team at 1-800-695-7526. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from ADP primary sources (18 pages reviewed). How we research.
ADP customer support
ADP Participant Services
Phone
mykplan.com Customer Service Representative
ADP TotalSource Plans (Voya)
ADP TotalSource My Life Advisors
Client Services (Plan Sponsors / Administrators)
New 401(k) Plan Setup (1-800-432-401k)
SIMPLE IRA Help Desk
Enrollment Information
General ADP Automated Support
Sales
Website
Estate planning articles
Learn how to protect your ADP accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for your state and read its answer.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
