Estate planning at Jackson
How to protect 20 Jackson accounts — manage beneficiaries online, fund a trust by mail, and file claims through Jackson's Claims Department
Service Center
Jackson, P.O. Box 24068, Lansing, MI 48909-4068 (overnight: Jackson, 1 Corporate Way, Lansing, MI 48951)
Claims Department
Jackson, P.O. Box 30503, Lansing, MI 48909-8003
Jackson Claims Department
Jackson, P.O. Box 30503, Lansing, MI 48909-8003 (overnight: Jackson, 1 Corporate Way, Lansing, MI 48951)
With 20 products relevant to estate planning, Jackson policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Jackson are what determine who receives the death benefit.
Managing beneficiaries at Jackson is straightforward—changes can be made online, by mail, and by phone, typically taking 15-30 minutes to complete and submit 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).
Jackson 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 manage beneficiaries online, fund a trust by mail, and review 20 account types at Jackson.
View details →When someone dies
Death claim process
Contact Jackson's Claims Department to file a claim. 7-step process, 8 required documents, and contact information for survivors.
View details →Jackson's Claims Department can answer questions about beneficiaries, trusts, or death claims at 1-888-565-4995. Email inquiries can be sent to customercare@jackson.com.
Sources
Data sourced from Jackson primary sources (15 pages reviewed). How we research.
Service Center
Jackson, P.O. Box 24068, Lansing, MI 48909-4068 (overnight: Jackson, 1 Corporate Way, Lansing, MI 48951)
Claims Department
Jackson, P.O. Box 30503, Lansing, MI 48909-8003
Jackson Claims Department
Jackson, P.O. Box 30503, Lansing, MI 48909-8003 (overnight: Jackson, 1 Corporate Way, Lansing, MI 48951)
Estate planning articles
Learn how to protect your Jackson accounts and other assets with trusts, beneficiary designations, and estate planning documents.
