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Home→Financial Institutions→Pekin Life→Preparing your estate

How to name beneficiaries and fund a trust at Pekin Life

Covers 15 insurance, and 2 retirement accounts — beneficiaries can be updated by phone

OverviewPreparing your estateWhen someone dies

Pekin Life

Subsidiary of Pekin Insurance (Farmers Automobile Insurance Association)

pekininsurance.com→
Pekin Life logo
Phone1-800-322-0160
Mailing Address

Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001

WebsiteLearn more→
Phone1-800-322-0160
Mailing Address

Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001

WebsiteLearn more→

Life and Annuity Claims

Phone1-800-371-9622
Fax309-346-8265
Mailing Address

Pekin Life Insurance Company, Claims Department, 2505 Court Street, Pekin, IL 61558-0001

WebsiteNotify online→
Verified May 2026

Beneficiary designations are the foundation of estate planning for Pekin Life policies. Unlike bank accounts, insurance products cannot be retitled into a trust. Instead, the beneficiary designation itself determines who receives the proceeds and how quickly they're paid. Naming a trust as beneficiary is an option when more control over distributions is needed.

Each of Pekin Life's 17 policies has different rules for how it transfers at death. The sections below explain the options for each.

Traditional IRA (Annuity)Roth IRA (Annuity)
1
Call Pekin Life Insurance at 800-322-0160 ext. 2718 (Monday-Friday, 7:45am-4:15pm CST):
  • Request a beneficiary change form for your policy
  • Provide your policy number and personal identification
2
A representative will mail the beneficiary change form to you

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • Beneficiary designations override instructions in a will
  • Percentage allocations for each beneficiary tier must total 100%
  • If a beneficiary is a minor, a trustee or custodian should be named
  • Only the policyholder can change beneficiary designations
  • Trusts, individuals, and estates may be named as beneficiaries
  • Contact your independent Pekin agent for assistance with the form
  • Online beneficiary changes are not available; changes must be submitted by mail

Pekin Life

Subsidiary of Pekin Insurance (Farmers Automobile Insurance Association)

pekininsurance.com→
Pekin Life logo
Phone1-800-322-0160
Mailing Address

Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001

WebsiteLearn more→
Phone1-800-322-0160
Mailing Address

Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001

WebsiteLearn more→

Life and Annuity Claims

Phone1-800-371-9622
Fax309-346-8265
Mailing Address

Pekin Life Insurance Company, Claims Department, 2505 Court Street, Pekin, IL 61558-0001

WebsiteNotify online→
Verified May 2026

Estate planning articles

Learn how to protect your Pekin Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Starting a life together means planning for it. Beneficiary updates, asset titling, powers of attorney, and what blended families need to know.

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