How to name beneficiaries and fund a trust at Allianz Life
Covers 17 insurance accounts — beneficiaries can be managed online
Customer Service
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 Annuities
Website Support
Financial Professionals (Fixed/Life)
Financial Professionals (Variable)
WebsiteLearn more→
Customer Service
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 Annuities
Website Support
Financial Professionals (Fixed/Life)
Financial Professionals (Variable)
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
WebsiteNotify online→
Verified Apr 2026
Estate planning with Allianz Life policies centers on beneficiary designations—the single most important step for ensuring life insurance proceeds and annuity benefits reach the intended recipients without probate involvement. Unlike bank or brokerage accounts, insurance products are not retitled into trusts; instead, trusts are named as beneficiaries when estate tax planning or controlled distributions are needed.
With 17 product types, Allianz Life offers a range of transfer options. Some policies support beneficiary designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.
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1
Log in and navigate to your policy:
- Log in to your account at allianzlife.com
- Navigate to "Personal Accounts"
- Select the contract or policy you want to update
2
Follow the on-screen prompts to update beneficiary designations
3
Submit the changes electronically
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Trusts can be named as primary or contingent beneficiaries
- Trust beneficiary designation requires trust name, trust date, and EIN
- Additional documents required for: minors, trusts, estates, foreign beneficiaries, qualified plans
- Primary and contingent beneficiaries allowed with percentage allocations
- Claims not filed within certain timeframe are considered unclaimed property per state requirements
Customer Service
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 Annuities
Website Support
Financial Professionals (Fixed/Life)
Financial Professionals (Variable)
WebsiteLearn more→
Customer Service
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 Annuities
Website Support
Financial Professionals (Fixed/Life)
Financial Professionals (Variable)
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
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Allianz Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
