Estate planning at Erie Insurance
How to protect 11 Erie Insurance accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Erie Insurance's ERIE Property & Casualty (auto, home, renters) - no death benefit; the estate keeps coverage in force, changes the named insured, or cancels through the deceased's local ERIE agent
ERIE Customer Care
Erie Insurance Group, 100 Erie Insurance Place, Erie, PA 16530-1104
ERIE Property & Casualty (auto, home, renters) - no death benefit; the estate keeps coverage in force, changes the named insured, or cancels through the deceased's local ERIE agent
Erie Insurance Group, 100 Erie Insurance Place, Erie, PA 16530-1104
Erie Family Life Death Claims (life insurance AND annuity contracts)
Erie Family Life Insurance Company, 100 Erie Insurance Place, Erie, PA 16530
Erie Insurance offers 11 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.
Managing beneficiaries at Erie Insurance is straightforward—changes can be made in branch, by mail, and by phone, typically taking 10-15 minutes to complete form; 2-4 weeks for processing. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Erie Insurance has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 11 account types at Erie Insurance.
View details →When someone dies
Death claim process
Contact Erie Insurance's ERIE Property & Casualty (auto, home, renters) - no death benefit; the estate keeps coverage in force, changes the named insured, or cancels through the deceased's local ERIE agent to file a claim. 8-step process, 7 required documents, and contact information for survivors.
View details →Reach Erie Insurance's ERIE Property & Casualty (auto, home, renters) - no death benefit; the estate keeps coverage in force, changes the named insured, or cancels through the deceased's local ERIE agent at 1-800-367-3743 for help with any of these procedures.
Erie Insurance 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
Contact your local Erie Insurance agent or call Erie Family Life at 800-458-0811, option 3 (Monday-Friday, 8:00 AM - 5:30 PM ET) to request a beneficiary change form. The same form covers both life insurance policies and annuity contracts. Complete the form with each beneficiary's full legal name, date of birth, relationship, and percentage allocation. Percentage allocations must total 100% for each tier. Submit the completed form through your agent or mail to Erie Family Life Service Center, P.O. Box 83026, Lincoln, NE 68501-3026, or fax to 866-567-1219.
Sources
Data sourced from Erie Insurance primary sources (23 pages reviewed). How we research.
ERIE Customer Care
Erie Insurance Group, 100 Erie Insurance Place, Erie, PA 16530-1104
ERIE Property & Casualty (auto, home, renters) - no death benefit; the estate keeps coverage in force, changes the named insured, or cancels through the deceased's local ERIE agent
Erie Insurance Group, 100 Erie Insurance Place, Erie, PA 16530-1104
Erie Family Life Death Claims (life insurance AND annuity contracts)
Erie Family Life Insurance Company, 100 Erie Insurance Place, Erie, PA 16530
Estate planning articles
Learn how to protect your Erie Insurance accounts and other assets with trusts, beneficiary designations, and estate planning documents.
