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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Allianz Life

Estate planning at Allianz Life

How to protect 19 Allianz Life accounts — manage beneficiaries online, fund a trust by mail, and file death claims

Allianz Life

Subsidiary of Allianz SE (Germany)

allianzlife.com→
Allianz Life logo

Customer Service

Phone1-800-950-1962
Emailfixedannuity@send.allianzlife.com
Fax1-763-582-6002
Mailing Address

Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060

Variable Annuities
1-800-624-0197
Website Support
1-800-950-3347
Financial Professionals (Fixed/Life)
1-800-950-7372
Financial Professionals (Variable)
1-800-542-5427
WebsiteLearn more→

Customer Service

Phone1-800-950-1962
Emailfixedannuity@send.allianzlife.com
Fax1-763-582-6002
Mailing Address

Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060

Variable Annuities
1-800-624-0197
Website Support
1-800-950-3347
Financial Professionals (Fixed/Life)
1-800-950-7372
Financial Professionals (Variable)
1-800-542-5427
WebsiteLearn more→

Claims Department

Phone1-800-950-1962
Fax1-763-582-6002
Mailing Address

Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060

Variable Annuity Claims
1-800-624-0197
WebsiteNotify online→
Verified Jul 2026

Allianz Life is a insurance company with 19 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for Allianz Life policyholders.

Allianz Life lets account holders update beneficiary designations online, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).

Allianz Life has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, fund a trust by mail, and review 19 account types at Allianz Life.

View details →

When someone dies

Death claim process

5-step process, 6 required documents, and contact information for survivors.

View details →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • allianzlife.com

Data sourced from Allianz Life primary sources (18 pages reviewed). How we research.

Allianz Life

Subsidiary of Allianz SE (Germany)

allianzlife.com→
Allianz Life logo

Customer Service

Phone1-800-950-1962
Emailfixedannuity@send.allianzlife.com
Fax1-763-582-6002
Mailing Address

Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060

Variable Annuities
1-800-624-0197
Website Support
1-800-950-3347
Financial Professionals (Fixed/Life)
1-800-950-7372
Financial Professionals (Variable)
1-800-542-5427
WebsiteLearn more→

Customer Service

Phone1-800-950-1962
Emailfixedannuity@send.allianzlife.com
Fax1-763-582-6002
Mailing Address

Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060

Variable Annuities
1-800-624-0197
Website Support
1-800-950-3347
Financial Professionals (Fixed/Life)
1-800-950-7372
Financial Professionals (Variable)
1-800-542-5427
WebsiteLearn more→

Claims Department

Phone1-800-950-1962
Fax1-763-582-6002
Mailing Address

Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060

Variable Annuity Claims
1-800-624-0197
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Allianz Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Allianz Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Reimbursable Trustee Expenses: A Clear Overview

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Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
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SimplyTrustSimplyTrust EditorialJuly 6, 2026
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Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
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Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
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Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026