Estate planning and settlement at National Benefit Life
Name beneficiaries by mail, fund a trust by mail, and report a death at 1-800-222-2062
National Benefit Life is an 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.
Beneficiary designations at National Benefit Life can be managed by mail. 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.
Beneficiaries and trust funding
How to fund a trust by mail, and review 3 account types at National Benefit Life.
Preparing your estate →Death claim process
Report the death to National Benefit Life's Claims Department at 1-800-222-2062. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact National Benefit Life's Policy Owner Services / Policy Maintenance at 1-800-222-2062. Email inquiries can be sent to PolicyMaintenance@NationalBenefitLife.com.
Sources
Data sourced from National Benefit Life primary sources (19 pages reviewed). How we research.
National Benefit Life customer support
Customer Service / Insurance Services
Phone
Toll-free
Primerica Term Insurance offered in New York
Fax
Mailing address
Website
Estate planning articles
Learn how to protect your National Benefit Life 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.
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