Estate planning and settlement at Pentegra
Name beneficiaries by mail and report a death at 1-866-634-5873
Retirement retirement accounts at Pentegra transfer by beneficiary designation, not through probate. With 10 account types, each carrying different tax implications for heirs, getting these designations right is one of the most consequential estate planning decisions.
Account holders can update their beneficiary designations at Pentegra by mail.
There are two sides to estate planning at Pentegra: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to review 10 account types at Pentegra.
Preparing your estate →Death claim process
Report the death to Pentegra's Distributions at 1-866-634-5873. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Pentegra primary sources (24 pages reviewed). How we research.
Pentegra customer support
Participants
Phone
Toll-free
401(k), ESOP, or Non-Qualified Plan Participants
Pension or Defined Benefit Plan Participants
Non-ERISA 403(b) or IRA Participants
Plan Sponsors & Partners
Mailing address
Website
Estate planning articles
Learn how to protect your Pentegra 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.
