Skip to main content
SimplyTrust
SimplyTrust
Create a TrustSettle an EstateForms & ToolsFreeResources
SimplyTrust Logo

Every family deserves a plan. We'll help.

Get startedApp StoreGoogle Play

Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Vehicle Transfer on Death

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Estate Settlement
  • Death Tax Calculator
  • Life Insurance

Compare

  • Compare Services
  • vs LegalZoom
  • vs Trust & Will
  • vs Rocket Lawyer
  • vs Quicken WillMaker

Learn

  • Revocable Living Trusts
  • Last Will and Testaments
  • Articles
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Assets
  • Digital Assets
  • Government Agencies

Company

  • About
  • Careers
  • Contact
  • Create a Trust

SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.

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

Estate planning at Corebridge Financial

How to protect 13 Corebridge Financial accounts — manage beneficiaries online, fund a trust by mail, and file claims through Corebridge Financial's Life Insurance Claims & Trust Services

Corebridge Financial

Subsidiary of Corebridge Financial, Inc.

corebridgefinancial.com→
Corebridge Financial logo

Customer Service

Phone1-844-452-3832
Fax1-855-601-1834
Mailing Address

Corebridge Financial, PO Box 818005, Cleveland, OH 44181

Accident & Health
1-800-811-2696
Variable Universal Life
1-800-340-2765
Annuities (Fixed, Index, Variable, Assured Edge)
1-800-445-7862
Direct Traditional Fixed & SPIA/DIA
1-800-424-4990
Retirement Plans (Mon-Fri 7am-8pm CT)
1-800-448-2542
Enrollment Center (Mon-Fri 7:30am-7pm CT)
1-888-569-7055
Accessibility Support
1-888-280-1243
WebsiteLearn more→

Life Insurance Claims & Trust Services

Phone1-844-452-3832
Fax1-855-601-1834
Mailing Address

Corebridge Financial, PO Box 818005, Cleveland, OH 44181

WebsiteLearn more→

Death Claims

Phone1-844-452-3832
Fax1-855-601-1834
Mailing Address

Corebridge Financial, PO Box 818100, Cleveland, OH 44181

Life Claims (Dallas, TX service center)
1-800-633-6259
Life Claims (Cleveland service center)
1-800-888-2452
Annuity Death Claims
1-800-445-7862
Retirement Plan Death Claims
1-800-448-2542
WebsiteNotify online→
Verified Jul 2026

With 13 products relevant to estate planning, Corebridge Financial policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Corebridge Financial are what determine who receives the death benefit.

Managing beneficiaries at Corebridge Financial is straightforward—changes can be made online, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).

Corebridge Financial provides specific procedures for both proactive estate planning and filing claims after a death.

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, fund a trust by mail, and review 13 account types at Corebridge Financial.

View details →

When someone dies

Death claim process

Contact Corebridge Financial's Life Insurance Claims & Trust Services to file a claim. 8-step process, 9 required documents, and contact information for survivors.

View details →

Reach Corebridge Financial's Life Insurance Claims & Trust Services at 1-844-452-3832 for help with any of these procedures.


Frequently asked questions

Log in to your Corebridge account online and select My Beneficiaries from your profile. You can also download the Beneficiary Designation Form from corebridgefinancial.com, complete it, and submit by mail or fax. For life insurance, call 844-452-3832; for annuities, call 800-445-7862; for retirement plans, call 800-448-2542. Primary and contingent beneficiaries are allowed with percentage allocations totaling 100%. Corebridge sends a confirmation letter after changes are processed.

Yes. Corebridge supports trust ownership of annuities. To establish trust ownership, complete the Trust Certification Form (AGLC2239COT) and Entity Client Account Form. Multi-owner, trust-owned, or company-owned accounts also require an online account authorization form. Note that trust-owned annuities held by non-natural owners may lose tax-deferral advantages unless an exception applies. Consult a tax advisor before purchasing or transferring an annuity into trust ownership.

Corebridge Financial was formerly known as AIG Life & Retirement. It was carved out from AIG through a 2022 initial public offering, and in May 2026 AIG sold its remaining stake (about 25 million shares for roughly $710 million net proceeds), completing AIG's full exit and making Corebridge entirely independent. Life insurance is issued by American General Life Insurance Company (in most states) and The United States Life Insurance Company in the City of New York (in New York). If you have a policy originally issued by AIG or American General, it is now serviced by Corebridge Financial. As of December 31, 2025, Corebridge manages more than $385 billion in assets under management and administration.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • corebridgefinancial.com
  • businesswire.com
  • investors.corebridgefinancial.com

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

Corebridge Financial

Subsidiary of Corebridge Financial, Inc.

corebridgefinancial.com→
Corebridge Financial logo

Customer Service

Phone1-844-452-3832
Fax1-855-601-1834
Mailing Address

Corebridge Financial, PO Box 818005, Cleveland, OH 44181

Accident & Health
1-800-811-2696
Variable Universal Life
1-800-340-2765
Annuities (Fixed, Index, Variable, Assured Edge)
1-800-445-7862
Direct Traditional Fixed & SPIA/DIA
1-800-424-4990
Retirement Plans (Mon-Fri 7am-8pm CT)
1-800-448-2542
Enrollment Center (Mon-Fri 7:30am-7pm CT)
1-888-569-7055
Accessibility Support
1-888-280-1243
WebsiteLearn more→

Life Insurance Claims & Trust Services

Phone1-844-452-3832
Fax1-855-601-1834
Mailing Address

Corebridge Financial, PO Box 818005, Cleveland, OH 44181

WebsiteLearn more→

Death Claims

Phone1-844-452-3832
Fax1-855-601-1834
Mailing Address

Corebridge Financial, PO Box 818100, Cleveland, OH 44181

Life Claims (Dallas, TX service center)
1-800-633-6259
Life Claims (Cleveland service center)
1-800-888-2452
Annuity Death Claims
1-800-445-7862
Retirement Plan Death Claims
1-800-448-2542
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

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

Estate planning articles

Learn how to protect your Corebridge Financial 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?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
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.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
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.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
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.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
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
SimplyTrustSimplyTrust EditorialJune 30, 2026