Estate planning at Bankers Fidelity
How to protect 8 Bankers Fidelity accounts — manage beneficiaries by phone, fund a trust by mail, and file death claims
Policyholder Services
Bankers Fidelity Life Insurance Company, Attn: Policyholder Services, 4370 Peachtree Road NE, Atlanta, GA 30319
Policyholder Services
Bankers Fidelity Life Insurance Company, Attn: Policyholder Services, 4370 Peachtree Road NE, Atlanta, GA 30319
Claims Department (Policyholder Claim Inquiries)
Bankers Fidelity Life Insurance Company, Attn: Claims Department, 4370 Peachtree Road NE, Atlanta, GA 30319
Bankers Fidelity offers 8 insurance products that play a central role in estate planning. Because policy proceeds pass directly to named beneficiaries—bypassing probate entirely—keeping designations current is one of the highest-impact steps policyholders can take.
Beneficiary changes at Bankers Fidelity can be made by mail and by phone. Accounts can also be linked to trusts through beneficiary designations to keep them out of probate entirely.
Bankers Fidelity 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 by phone, fund a trust by mail, and review 8 account types at Bankers Fidelity.
View details →When someone dies
Death claim process
8-step process, 11 required documents, and contact information for survivors.
View details →Bankers Fidelity is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
Bankers Fidelity uses a single Change Form (B 0136 CF) for beneficiary changes. Download it at https://bankersfidelity.com/wp-content/uploads/2025/03/B-0136-CF-2-13-.pdf or request it from Policyholder Services at 866-458-7500 or bflphs@bflic.com. Complete Section 3, Change of Beneficiary, with the policy number, beneficiary names, Social Security numbers, relationships, and percentages. The same form also handles name changes (Section 1) and ownership transfers (Section 2), so only check the section you need. Sign as Policy Owner and mail to 4370 Peachtree Road NE, Atlanta, GA 30319, or fax to 404-926-4033. Beneficiary changes cannot be made online; processing typically takes 2-4 weeks.
Sources
Data sourced from Bankers Fidelity primary sources (19 pages reviewed). How we research.
Policyholder Services
Bankers Fidelity Life Insurance Company, Attn: Policyholder Services, 4370 Peachtree Road NE, Atlanta, GA 30319
Policyholder Services
Bankers Fidelity Life Insurance Company, Attn: Policyholder Services, 4370 Peachtree Road NE, Atlanta, GA 30319
Claims Department (Policyholder Claim Inquiries)
Bankers Fidelity Life Insurance Company, Attn: Claims Department, 4370 Peachtree Road NE, Atlanta, GA 30319
Estate planning articles
Learn how to protect your Bankers Fidelity accounts and other assets with trusts, beneficiary designations, and estate planning documents.
