Estate planning and settlement at Farm Bureau Financial
Name beneficiaries by phone, fund a trust by phone, and report a death at 1-800-247-4170
Farm Bureau Financial is an insurance company with 6 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 Farm Bureau Financial policyholders.
Farm Bureau Financial lets account holders update beneficiary designations by phone and by mail, typically taking 15 to 30 minutes to complete the form. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
There are two sides to estate planning at Farm Bureau Financial: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 6 account types at Farm Bureau Financial.
Preparing your estate →Death claim process
Report the death to Farm Bureau Financial's Life and Annuity Claims at 1-800-247-4170. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact Farm Bureau Financial's Life/Annuity Customer Service at 1-800-247-4170.
Farm Bureau Financial operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Farm Bureau Financial primary sources (15 pages reviewed). How we research.
Farm Bureau Financial customer support
Customer Service
Phone
Life/Annuity Customer Service
Mutual Funds / FBL Marketing Services
Media Relations
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Farm Bureau Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
