Estate planning at Ascensus
How to protect 17 Ascensus accounts — manage beneficiaries online, fund a trust by mail, and file death claims
Participant Services
200 Dryden Road, Suite 4000, Dresher, PA 19025
Participant Services
200 Dryden Road, Suite 4000, Dresher, PA 19025
Beneficiary Claims (via Plan Sponsor or Financial Institution)
200 Dryden Road, Suite 4000, Dresher, PA 19025
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 →
Sources
Data sourced from Ascensus primary sources (20 pages reviewed). How we research.
Participant Services
200 Dryden Road, Suite 4000, Dresher, PA 19025
Participant Services
200 Dryden Road, Suite 4000, Dresher, PA 19025
Beneficiary Claims (via Plan Sponsor or Financial Institution)
200 Dryden Road, Suite 4000, Dresher, PA 19025
Estate planning articles
Learn how to protect your Ascensus accounts and other assets with trusts, beneficiary designations, and estate planning documents.
