Estate planning and settlement at Global Atlantic
Name beneficiaries online, fund a trust online, and report a death at 1-877-462-8992
With 15 products relevant to estate planning, Global Atlantic policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Global Atlantic are what determine who receives the death benefit.
Beneficiary designations at Global Atlantic can be managed online, by phone, and by mail, typically taking 15 to 20 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).
Global Atlantic provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust online, and review 15 account types at Global Atlantic.
Preparing your estate →Death claim process
Report the death to Global Atlantic's Claims at 1-877-462-8992. The page lists the steps and the documents to send.
When someone dies →Reach Global Atlantic's Preneed and Final Expense Customer Service at 1-800-331-8853 for help with any of these procedures. Email inquiries can be sent to Ask.Us@gafg.com.
Sources
Data sourced from Global Atlantic primary sources (16 pages reviewed). How we research.
Global Atlantic customer support
Global Atlantic Customer Service
Phone
Annuity inquiries, all contracts
Annuity Service Center (contracts starting 5, 6, 7 or 8)
Annuity service (contracts starting 2)
Commonwealth Annuity and Life Insurance Company accounts
Preneed and final expense
Hours
Website
Estate planning articles
Learn how to protect your Global Atlantic 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.
