Estate planning at American Family
How to protect 11 American Family accounts — manage beneficiaries in-branch, and file death claims
Customer Service
6000 American Parkway, Madison, WI 53783
Customer Service
6000 American Parkway, Madison, WI 53783
Life Insurance Claims
6000 American Parkway, Madison, WI 53783
With 11 products relevant to estate planning, American Family policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with American Family are what determine who receives the death benefit.
Beneficiary changes at American Family can be made in branch, by mail, and by phone.
American Family provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, and review 11 account types at American Family.
View details →When someone dies
Death claim process
6-step process, 6 required documents, and contact information for survivors.
View details →Frequently asked questions
Contact your American Family agent or call 1-800-MYAMFAM (1-800-692-6326) for a beneficiary designation form; changes are not currently made through the My Account portal. Provide each beneficiary's full legal name, relationship, and percentage allocation totaling 100%, and name contingent beneficiaries. To name a trust, use the full legal trust name, date established, trustee names, and trust EIN. Only the policy owner may sign, and the change takes effect once a complete form is received at the AFLIC Home Office (6000 American Parkway, Madison, WI 53783). A beneficiary designation overrides instructions in a will.
Sources
Data sourced from American Family primary sources (23 pages reviewed). How we research.
Customer Service
6000 American Parkway, Madison, WI 53783
Customer Service
6000 American Parkway, Madison, WI 53783
Life Insurance Claims
6000 American Parkway, Madison, WI 53783
Estate planning articles
Learn how to protect your American Family accounts and other assets with trusts, beneficiary designations, and estate planning documents.
