What to do when an Everlake Life account holder dies
Report the death to Everlake Life's Life and Annuity Claims at 1-844-953-0347
Everlake Life operates under a new nameRebranded, effective November 2021
Formerly Allstate Life Insurance Company. Allstate sold its life insurance business to Blackstone-managed entities in November 2021 (~$4 billion), and the company was renamed Everlake Life Insurance Company. In-force policies originally issued by Allstate Life are now serviced under the Everlake brand; servicing was administered by Allstate through a transition and migrated to Transaction Applications Group, Inc. (TAG), an NTT Data company, in phases completing June 8, 2026. This is the current active record.
Filing a death claim on a Everlake Life policy begins with notifying the Life and Annuity Claims at 1-844-953-0347. Life insurance claims are separate from probate—proceeds transfer directly to named beneficiaries regardless of whether the estate goes through court. The timeline and documentation requirements depend on the policy type and cause of death.
Death claim process
The death claim process at Everlake Life works as follows:
Filing a claim
- Life, GoodForLife and annuities: the Lincoln, NE service center (life 1-844-953-0347; annuity 1-844-953-2815; variable universal life, Helmsman, Horizon and RightFit 1-833-879-0774)
- Structured settlement annuities: Everlake Structured Settlement Claims, 1-833-879-0775
- Pension buyout (annuity buyout) contracts: Everlake Pension Buyout Claims, 1-833-879-0775
- Long-term care: Long Term Care Administrative Office, Woodland Hills, CA, 1-888-505-8744
- Online through the Everlake Customer Hub claim intake
- By phone at 1-844-953-0347 (life insurance) or 1-844-953-2815 (annuities)
- By phone at 1-833-879-0774 (variable universal life, or Helmsman, Horizon and RightFit annuities)
- For a GoodForLife life policy, call 1-844-953-0347 or follow your TAG transition letter. GoodForLife moved from Allstate to TAG on June 8, 2026
- Mail to Everlake Life Claims, P.O. Box 83328, Lincoln, NE 68501 (life and general annuity)
- Mail to Everlake Customer Support, P.O. Box 82207, Lincoln, NE 68501 (variable universal life and variable annuity)
- Overnight: Everlake, 777 Research Dr., Lincoln, NE 68521
- Fax (life and general annuity): 1-833-636-0034
- Fax (variable universal life and variable annuity): 1-833-636-0035
- Step 1, Contract and Deceased Information: contract number and contract owner name (both required), then the insured's name, date of birth, Social Security number, state and date of death
- Each of the insured's details in Step 1 accepts "Unknown" if you do not have it
- Step 1 also asks the manner of death (Natural, Accidental, Other or Unknown), whether the death occurred in a foreign country, and marital status (Married, Widowed, Single)
- Step 2, About the Individual Filing the Claim; Step 3, Beneficiary Information; Step 4, optional Notes
- Life insurance claims: 1-844-953-0347
- Variable universal life claims: 1-833-879-0774
- Annuity claims (general): 1-844-953-2815
- Variable annuity claims (Helmsman, Horizon, RightFit): 1-833-879-0774
- GoodForLife claims (moved from Allstate to TAG on June 8, 2026): the life claims line 1-844-953-0347, or follow your TAG transition letter
- Structured settlement claims: 1-833-879-0775 (Everlake Structured Settlement Claims, a team separate from life and annuity)
- Pension buyout (annuity buyout) claims: 1-833-879-0775 (Everlake Pension Buyout Claims, a team separate from life and annuity)
- Long-term care: 1-888-505-8744 (Long Term Care Administrative Office, Woodland Hills, CA, not the Lincoln, NE service center)
- The completed claim form, provided after the claim is reported
- A certified copy of the death certificate
- For a trust beneficiary, the trust documentation
- Life insurance claims: Everlake Life Claims, P.O. Box 83328, Lincoln, NE 68501
- Annuity claims (general): Everlake Customer Support, P.O. Box 83328, Lincoln, NE 68501
- Variable annuity claims (Helmsman, Horizon, RightFit): Everlake Customer Support, P.O. Box 82207, Lincoln, NE 68501
- Overnight delivery: Everlake, 777 Research Dr., Lincoln, NE 68521
- GoodForLife claims: Everlake Life Claims, P.O. Box 83328, Lincoln, NE 68501, or the address in your TAG transition letter
- Structured settlement claims: Everlake Structured Settlement Claims, P.O. Box 81007, Lincoln, NE 68501 (overnight 777 Research Dr., Lincoln, NE 68501; fax 1-833-636-0034)
- Pension buyout claims: Everlake Pension Buyout Claims, P.O. Box 81007, Lincoln, NE 68501 (overnight 777 Research Dr., Lincoln, NE 68501; fax 1-833-636-0034)
- Long-term care: Everlake Life Insurance Company, Long Term Care Administrative Office, PO Box 4243, Woodland Hills, CA 91365-4243 (fax 1-818-887-4595)
Required Documents
- Completed claimant statement formMailed in the claim packet after the claim is filed. It can be uploaded through the Customer Hub.
- Certified copy of the death certificateWhere a certified copy is required, Everlake directs that all required documents be mailed rather than uploaded.
- Government-issued photo identification, for each beneficiary
- Trust documents or Certificate of Trust, if a trust is named as beneficiary
- Letters Testamentary or Letters of Administration, if the estate is the beneficiary
- Form W-9 for the beneficiaryFor tax reporting on annuity proceeds.
- Additional documentation, for a minor, foreign, or qualified plan beneficiary
Claims Contact
Website: Online portal →
Forms Everlake Life issues1
- Claimant statement form
Completed by the claimant. Sent by the institution on request.1
What happens to each kind of account1
- Health, long-term care or disability policy
Everlake long-term care is a living-benefit reimbursement policy rather than a death benefit. The death is reported to the Long Term Care Administrative Office only to close the policy and stop premium billing, not to collect a payout.1
Accounts handled elsewhere5
- Transaction Applications Group, Inc. (TAG)
Claims for Everlake products, except long-term care and the Everlake Advantage Account2
- Everlake Structured Settlement Claims
Structured settlement annuity claims, a team separate from life and annuity1
Phone: 1-833-879-0775
Fax: 1-833-636-0034
Mailing address: P.O. Box 81007, Lincoln, NE 68501 (overnight 777 Research Dr., Lincoln, NE 68501)
- Everlake Pension Buyout Claims
Pension buyout (annuity buyout) claims, a team separate from life and annuity1
Phone: 1-833-879-0775
Fax: 1-833-636-0034
Mailing address: P.O. Box 81007, Lincoln, NE 68501 (overnight 777 Research Dr., Lincoln, NE 68501)
- Everlake Long Term Care Administrative Office
Everlake long-term care insurance, from Woodland Hills, CA rather than the Lincoln, NE service center1
Phone: 1-888-505-8744
Fax: 1-818-887-4595
Mailing address: Everlake Life Insurance Company, Long Term Care Administrative Office, PO Box 4243, Woodland Hills, CA 91365-4243
- The Northern Trust Company
Everlake Advantage Accounts, the settlement accounts approved life death benefits are paid into1
Phone: 1-855-539-6487
Mailing address: P.O. Box 92987, Chicago, IL 60675-2987 (overnight Lockbox #92987, 5503 N. Cumberland Ave, Chicago, IL 60656)
What Everlake Life's agreement and guidance say2
- How proceeds are paid
Everlake may settle an approved life insurance death benefit into an Everlake Advantage Account rather than mailing a lump-sum check. It is an interest-bearing retained-asset settlement account opened in the beneficiary's name.1
The beneficiary can withdraw the entire balance of the Advantage Account at any time. The account is serviced by The Northern Trust Company, not by TAG.1
- Accounts from a merged institution
Everlake's service and claims pages state that "effective June 8, servicing for all remaining Everlake products has migrated from Allstate to TAG." GoodForLife holders follow their TAG transition letter or use the life claims line.3
Not in Everlake Life's published guidance4
- A claim form to download
- How long a claim takes, for retirement accounts
- Structured settlement claim timeline
- Long-term care claim timeline
Many claims are processed within 5 business days of receiving the completed claim form and all required documents; payment usually follows shortly after.
Everlake Life's Life and Annuity Claims can be reached by phone at 1-844-953-0347, email at ELCustomerService@everlake.nttdata.com, and fax at 1-833-636-0034 for questions throughout the claims process.
Sources
Data sourced from Everlake Life primary sources (23 pages reviewed). How we research.
Everlake Life death claims support
Life and Annuity Claims (via TAG / NTT Data)
Phone
VUL / Variable Annuity Claims (Helmsman/Horizon/RightFit)
Annuity Claims (General)
GoodForLife Claims
Structured Settlement Claims
Pension Buyout (Annuity Buyout) Claims
Long Term Care Administrative Office (Woodland Hills, CA)
Everlake Advantage Account (The Northern Trust Company)
Customer Hub online claim intake
Fax
Hours
Mailing address
Website
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