Estate planning and settlement at Bankers Fidelity
Name beneficiaries by phone, fund a trust by mail, and report a death at 1-866-458-7499
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 phone and by mail. 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.
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 8 account types at Bankers Fidelity.
Preparing your estate →Death claim process
Report the death to Bankers Fidelity's Claims Department at 1-866-458-7499. The page lists the steps and the documents to send.
When someone dies →Bankers Fidelity is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Bankers Fidelity primary sources (19 pages reviewed). How we research.
Bankers Fidelity customer support
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Estate planning articles
Learn how to protect your Bankers Fidelity accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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