Estate planning at Bankers Life
How to protect 15 Bankers Life accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Bankers Life Policy Service
Bankers Life and Casualty Company, PO Box 1938, Carmel, IN 46082-1938 (policy service forms). Administrative office: 303 E. Wacker Dr., Suite 500, Chicago, IL 60601
Bankers Life Policy Service
Bankers Life and Casualty Company, PO Box 1938, Carmel, IN 46082-1938 (policy service forms). Administrative office: 303 E. Wacker Dr., Suite 500, Chicago, IL 60601
Life Claims Department / Annuity Claims Department
Bankers Life and Casualty Company, Life Claims Department, P.O. Box 1937, Carmel, IN 46082-1937 (Annuity Claims Department at the same P.O. Box)
Bankers Life is a insurance company with 15 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for Bankers Life policyholders.
Bankers Life lets account holders update beneficiary designations in branch, by mail, and by phone, typically taking 15-20 minutes to complete; allow several weeks for processing after the signed form is received. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Bankers Life 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, fund a trust in-branch, and review 15 account types at Bankers Life.
View details →When someone dies
Death claim process
9-step process, 8 required documents, and contact information for survivors.
View details →
Sources
Data sourced from Bankers Life primary sources (19 pages reviewed). How we research.
Bankers Life Policy Service
Bankers Life and Casualty Company, PO Box 1938, Carmel, IN 46082-1938 (policy service forms). Administrative office: 303 E. Wacker Dr., Suite 500, Chicago, IL 60601
Bankers Life Policy Service
Bankers Life and Casualty Company, PO Box 1938, Carmel, IN 46082-1938 (policy service forms). Administrative office: 303 E. Wacker Dr., Suite 500, Chicago, IL 60601
Life Claims Department / Annuity Claims Department
Bankers Life and Casualty Company, Life Claims Department, P.O. Box 1937, Carmel, IN 46082-1937 (Annuity Claims Department at the same P.O. Box)
Estate planning articles
Learn how to protect your Bankers Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
