Estate planning and settlement at Newport
Report a death at 1-888-652-8086
Newport is now part of AscensusAcquired, effective April 2022
Ascensus and Newport closed their merger in April 2022, and Newport Group, Inc. is now owned through Ascensus, LLC. Newport continues as Ascensus's executive-benefits and institutional-insurance brand, and newportgroup.com redirects to ascensus.com. Former Newport 401(k), 403(b), and other qualified plans are serviced by Ascensus (secure.ascensus.com, 888-652-8086); Newport nonqualified deferred compensation plans use the Newport-branded portal (secure.newportgroup.com, 800-230-3950).
Newport manages 4 retirement retirement accounts where beneficiary designations—not a will—control who inherits the balance. Because these are tax-advantaged accounts, the designation also determines the tax treatment for whoever receives them.
To add or update beneficiaries at Newport, account holders work through direct contact with the institution.
Newport provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to review 4 account types at Newport.
Preparing your estate →Death claim process
Report the death to Newport's Participant services by plan type at 1-888-652-8086. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Newport primary sources (15 pages reviewed). How we research.
Newport customer support
Participant services
Phone
Nonqualified Deferred Compensation (NQDC) participants
Employers, plan sponsors, advisors, and TPAs
Insurance - COLI, BOLI, ICOLI, CUOLI (Newport)
Newport Trust Company - Special Fiduciary Services
Investment and Fiduciary Consulting (Newport)
Compensation Consulting (Newport)
Banks, credit unions, and financial institutions
General inquiries
Hours
Website
Estate planning articles
Learn how to protect your Newport 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.
