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

Estate planning at Ascensus

How to protect 17 Ascensus accounts — manage beneficiaries online, fund a trust by mail, and file death claims

Ascensus

Subsidiary of Stone Point Capital / GIC

ascensus.com→
Ascensus logo

Participant Services

Phone1-800-346-3860
Emailcustomersupport@ascensus.com
Mailing Address

200 Dryden Road, Suite 4000, Dresher, PA 19025

401(k) / 403(b) / Qualified Plan Participants
1-888-652-8086
NQDC Participants (Newport, an Ascensus company)
1-800-230-3950
SEP / SIMPLE IRA
1-844-292-4701
SEP / SIMPLE IRA (alt)
1-833-889-9878
Individual(k)
1-833-893-3233
Individual(k) (alt)
1-833-688-0086
529 Accounts
1-877-529-2980
Vanguard 403(b) Services
1-800-569-4903
Plan Sponsors / Employers
1-888-652-8087
CoPilot
1-833-892-8878
MEP
1-800-257-9308
PEP
1-844-451-9400
WebsiteLearn more→

Participant Services

Phone1-800-346-3860
Emailcustomersupport@ascensus.com
Mailing Address

200 Dryden Road, Suite 4000, Dresher, PA 19025

401(k) / 403(b) / Qualified Plan Participants
1-888-652-8086
NQDC Participants (Newport, an Ascensus company)
1-800-230-3950
SEP / SIMPLE IRA
1-844-292-4701
SEP / SIMPLE IRA (alt)
1-833-889-9878
Individual(k)
1-833-893-3233
Individual(k) (alt)
1-833-688-0086
529 Accounts
1-877-529-2980
Vanguard 403(b) Services
1-800-569-4903
Plan Sponsors / Employers
1-888-652-8087
CoPilot
1-833-892-8878
MEP
1-800-257-9308
PEP
1-844-451-9400
WebsiteLearn more→

Beneficiary Claims (via Plan Sponsor or Financial Institution)

Phone1-888-652-8086
Mailing Address

200 Dryden Road, Suite 4000, Dresher, PA 19025

NQDC Claims (Newport, an Ascensus company)
1-800-230-3950
SEP / SIMPLE IRA Claims
1-844-292-4701
General IRA Inquiries
1-800-346-3860
Vanguard 403(b) Claims
1-800-569-4903
WebsiteNotify online→
Verified Jul 2026

Ascensus is a retirement provider managing 17 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.

Managing beneficiaries at Ascensus is straightforward—changes can be made online, by mail, and by phone, typically taking 10-20 minutes. Trust funding is also available, allowing families to name a trust as the beneficiary of retirement accounts.

There are two sides to estate planning at Ascensus: setting things up while you're alive, and the process survivors follow after a death.

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, fund a trust by mail, and review 17 account types at Ascensus.

View details →

When someone dies

Death claim process

6-step process, 8 required documents, and contact information for survivors.

View details →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • ascensus.com
  • dcs.ascensus.com
  • secure.ascensus.com
  • thelink.ascensus.com

Data sourced from Ascensus primary sources (20 pages reviewed). How we research.

Ascensus

Subsidiary of Stone Point Capital / GIC

ascensus.com→
Ascensus logo

Participant Services

Phone1-800-346-3860
Emailcustomersupport@ascensus.com
Mailing Address

200 Dryden Road, Suite 4000, Dresher, PA 19025

401(k) / 403(b) / Qualified Plan Participants
1-888-652-8086
NQDC Participants (Newport, an Ascensus company)
1-800-230-3950
SEP / SIMPLE IRA
1-844-292-4701
SEP / SIMPLE IRA (alt)
1-833-889-9878
Individual(k)
1-833-893-3233
Individual(k) (alt)
1-833-688-0086
529 Accounts
1-877-529-2980
Vanguard 403(b) Services
1-800-569-4903
Plan Sponsors / Employers
1-888-652-8087
CoPilot
1-833-892-8878
MEP
1-800-257-9308
PEP
1-844-451-9400
WebsiteLearn more→

Participant Services

Phone1-800-346-3860
Emailcustomersupport@ascensus.com
Mailing Address

200 Dryden Road, Suite 4000, Dresher, PA 19025

401(k) / 403(b) / Qualified Plan Participants
1-888-652-8086
NQDC Participants (Newport, an Ascensus company)
1-800-230-3950
SEP / SIMPLE IRA
1-844-292-4701
SEP / SIMPLE IRA (alt)
1-833-889-9878
Individual(k)
1-833-893-3233
Individual(k) (alt)
1-833-688-0086
529 Accounts
1-877-529-2980
Vanguard 403(b) Services
1-800-569-4903
Plan Sponsors / Employers
1-888-652-8087
CoPilot
1-833-892-8878
MEP
1-800-257-9308
PEP
1-844-451-9400
WebsiteLearn more→

Beneficiary Claims (via Plan Sponsor or Financial Institution)

Phone1-888-652-8086
Mailing Address

200 Dryden Road, Suite 4000, Dresher, PA 19025

NQDC Claims (Newport, an Ascensus company)
1-800-230-3950
SEP / SIMPLE IRA Claims
1-844-292-4701
General IRA Inquiries
1-800-346-3860
Vanguard 403(b) Claims
1-800-569-4903
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

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

Estate planning articles

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

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
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Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
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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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Jean Chatzky on Estate Planning: It’s a Gift

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

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
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