Estate planning at PIMCO
How to protect 22 PIMCO accounts — manage beneficiaries by phone, fund a trust by mail, and file death claims
Shareholder Services
PIMCO Funds, P.O. Box 219294, Kansas City, MO 64121-9294 (A, C, R shares); PIMCO Funds, P.O. Box 219024, Kansas City, MO 64121-9024 (Institutional shares)
Shareholder Services
PIMCO Funds, P.O. Box 219294, Kansas City, MO 64121-9294 (A, C, R shares); PIMCO Funds, P.O. Box 219024, Kansas City, MO 64121-9024 (Institutional shares)
Shareholder Services (Death Claims)
PIMCO Funds, P.O. Box 219294, Kansas City, MO 64121-9294 (retail shares); overnight: 801 Pennsylvania Avenue, Ste 219294, Kansas City, MO 64105-1307
How your PIMCO investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 22 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
PIMCO lets account holders update beneficiary designations by mail and by phone, typically taking 15-30 minutes to complete the form; 1-2 weeks for processing by mail. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
There are two sides to estate planning at PIMCO: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 22 account types at PIMCO.
View details →When someone dies
Death claim process
5-step process, 7 required documents, and contact information for survivors.
View details →
Sources
Data sourced from PIMCO primary sources (16 pages reviewed). How we research.
Shareholder Services
PIMCO Funds, P.O. Box 219294, Kansas City, MO 64121-9294 (A, C, R shares); PIMCO Funds, P.O. Box 219024, Kansas City, MO 64121-9024 (Institutional shares)
Shareholder Services
PIMCO Funds, P.O. Box 219294, Kansas City, MO 64121-9294 (A, C, R shares); PIMCO Funds, P.O. Box 219024, Kansas City, MO 64121-9024 (Institutional shares)
Shareholder Services (Death Claims)
PIMCO Funds, P.O. Box 219294, Kansas City, MO 64121-9294 (retail shares); overnight: 801 Pennsylvania Avenue, Ste 219294, Kansas City, MO 64105-1307
Estate planning articles
Learn how to protect your PIMCO accounts and other assets with trusts, beneficiary designations, and estate planning documents.
