Estate planning at Reliance Standard
How to protect 13 Reliance Standard accounts — manage beneficiaries online, fund a trust by mail, and file death claims
Customer Care (Individual/Legacy Policies)
Phone1-800-435-7775
Fax267-256-3532
Mailing Address
Reliance Standard Life Insurance Company, 1700 Market Street, Suite 1200, Philadelphia, PA 19103
Group Benefits (Reliance Matrix)
WebsiteLearn more→
Customer Care (Individual/Legacy Policies)
Phone1-800-435-7775
Fax267-256-3532
Mailing Address
Reliance Standard Life Insurance Company, 1700 Market Street, Suite 1200, Philadelphia, PA 19103
Group Benefits (Reliance Matrix)
WebsiteLearn more→
Claims Department
Phone1-800-351-7500
Fax267-256-3519
Mailing Address
Reliance Standard Life Insurance Company, P.O. Box 7307, Philadelphia, PA 19101-7307
Individual Life/Annuity Claims
Annuity Claims Fax
WebsiteNotify online→
Verified Apr 2026
Reliance Standard is a insurance company with 13 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for Reliance Standard policyholders.
Reliance Standard lets account holders update beneficiary designations online, by mail, and by phone, typically taking 15-20 minutes to complete the form; 2-4 weeks for processing. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Reliance Standard provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 13 account types at Reliance Standard.
View details →When someone dies
Death claim process
4-step process, 8 required documents, and contact information for survivors.
View details →Frequently asked questions
Contact your employer's HR or benefits department to obtain a beneficiary change form (EF-1494). Some employers provide online enrollment portals where beneficiary changes can be made electronically. Complete the form with the new beneficiary's full legal name, date of birth, Social Security number, relationship, and percentage allocation. Submit the completed form through your employer's benefits administrator. You can also call Reliance Standard at 800-351-7500 for assistance.
Sources
- reliancestandardlife.com
- reliancestandard.com
- claims.reliancematrix.com
- customercare.rsli.com
- reliancematrix.com
Data sourced from Reliance Standard primary sources (20 pages reviewed). How we research.
Customer Care (Individual/Legacy Policies)
Phone1-800-435-7775
Fax267-256-3532
Mailing Address
Reliance Standard Life Insurance Company, 1700 Market Street, Suite 1200, Philadelphia, PA 19103
Group Benefits (Reliance Matrix)
WebsiteLearn more→
Customer Care (Individual/Legacy Policies)
Phone1-800-435-7775
Fax267-256-3532
Mailing Address
Reliance Standard Life Insurance Company, 1700 Market Street, Suite 1200, Philadelphia, PA 19103
Group Benefits (Reliance Matrix)
WebsiteLearn more→
Claims Department
Phone1-800-351-7500
Fax267-256-3519
Mailing Address
Reliance Standard Life Insurance Company, P.O. Box 7307, Philadelphia, PA 19101-7307
Individual Life/Annuity Claims
Annuity Claims Fax
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Reliance Standard accounts and other assets with trusts, beneficiary designations, and estate planning documents.
