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
Customer Service
Corebridge Financial, PO Box 818005, Cleveland, OH 44181
Life Insurance Claims & Trust Services
Corebridge Financial, PO Box 818005, Cleveland, OH 44181
Death Claims
Corebridge Financial, PO Box 818100, Cleveland, OH 44181
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.
Sources
Data sourced from Corebridge Financial primary sources (20 pages reviewed). How we research.
Customer Service
Corebridge Financial, PO Box 818005, Cleveland, OH 44181
Life Insurance Claims & Trust Services
Corebridge Financial, PO Box 818005, Cleveland, OH 44181
Death Claims
Corebridge Financial, PO Box 818100, Cleveland, OH 44181
Estate planning articles
Learn how to protect your Corebridge Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.
