Estate planning at National Benefit Life
How to protect 3 National Benefit Life accounts — manage beneficiaries by phone, fund a trust by mail, and file claims through National Benefit Life's Policy Owner Services (ownership changes, small-estate affidavits)
Customer Service / Policy Owner Services
National Benefit Life Insurance Company, Attn: Policy Owner Services, 30-30 47th Avenue, Suite 625, Long Island City, NY 11101-3433
Policy Owner Services (ownership changes, small-estate affidavits)
National Benefit Life Insurance Company, Attn: Policy Owner Services, 30-30 47th Avenue, Suite 625, Long Island City, NY 11101-3433
Claims Department
National Benefit Life Insurance Company, Attn: Claims Department, 30-30 47th Avenue, Suite 625, Long Island City, NY 11101-3433
National Benefit Life is a insurance company with 3 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 National Benefit Life policyholders.
Managing beneficiaries at National Benefit Life is straightforward—changes can be made by mail and by phone, typically taking generally processed within 15 business days after National Benefit Life receives the request. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
National Benefit Life provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 3 account types at National Benefit Life.
View details →When someone dies
Death claim process
Contact National Benefit Life's Policy Owner Services (ownership changes, small-estate affidavits) to file a claim. 6-step process, 9 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact National Benefit Life's Policy Owner Services (ownership changes, small-estate affidavits) at 1-800-222-2062. Email inquiries can be sent to PolicyMaintenance@NationalBenefitLife.com.
Sources
Data sourced from National Benefit Life primary sources (14 pages reviewed). How we research.
Customer Service / Policy Owner Services
National Benefit Life Insurance Company, Attn: Policy Owner Services, 30-30 47th Avenue, Suite 625, Long Island City, NY 11101-3433
Policy Owner Services (ownership changes, small-estate affidavits)
National Benefit Life Insurance Company, Attn: Policy Owner Services, 30-30 47th Avenue, Suite 625, Long Island City, NY 11101-3433
Claims Department
National Benefit Life Insurance Company, Attn: Claims Department, 30-30 47th Avenue, Suite 625, Long Island City, NY 11101-3433
Estate planning articles
Learn how to protect your National Benefit Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
