How to name beneficiaries and fund a trust at Pekin Life
Covers 15 insurance, and 2 retirement accounts — beneficiaries can be updated by phone
Pekin Life
Subsidiary of Pekin Insurance (Farmers Automobile Insurance Association)
pekininsurance.com→
Policy Services - Life Insurance
Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001
Policy Services - Life Insurance
Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001
Life and Annuity Claims
Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001
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.
Across 17 product types, Pekin Life policies vary in how they transfer at death. The sections below walk through beneficiary designations, trust funding options, and which products support each method.
- Request the beneficiary change paperwork for your policy
- Provide your policy number and personal identification
- Extension 2718 on this number is Life Insurance BILLING, not policy service, so do not use it for a beneficiary change
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Pekin publishes no downloadable beneficiary change form. The paperwork is issued by Policy Services or your independent agent on request, so allow mailing time in both directions.
- The policyholder login at https://mypireg.pekininsurance.us/Login/ does not carry a beneficiary change function; the change is a paper transaction
- 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
- Do not call extension 2718 for a beneficiary change; on the Pekin Contact Us page that extension is Life Insurance billing
Sources
Data sourced from Pekin Life primary sources (18 pages reviewed). How we research.
Download these Pekin Life instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Pekin Life primary sources. Bring it to the branch or keep it beside the phone.
Pekin Life
Subsidiary of Pekin Insurance (Farmers Automobile Insurance Association)
pekininsurance.com→Policy Services - Life Insurance
Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001
Policy Services - Life Insurance
Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001
Life and Annuity Claims
Pekin Life Insurance Company, 2505 Court Street, Pekin, IL 61558-0001
Estate planning articles
Learn how to protect your Pekin Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
