Estate planning at Securian Financial
How to protect 13 Securian Financial accounts — manage beneficiaries online, fund a trust by mail, and file death claims
Securian Financial, PO Box 64114, St. Paul, MN 55164-0114
Securian Financial, PO Box 64114, St. Paul, MN 55164-0114
Life and AD&D Claims
Securian Financial, PO Box 64114, St. Paul, MN 55164-0114
Securian Financial 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 Securian Financial policyholders.
Beneficiary designations at Securian Financial can be managed online, by mail, and by phone, typically taking 10-15 minutes online; 15-20 minutes by mail. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Securian Financial 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 Securian Financial.
View details →When someone dies
Death claim process
7-step process, 7 required documents, and contact information for survivors.
View details →Frequently asked questions
Log in to your Securian Financial My Account at service.securian.com to update beneficiaries online. You can also download the Beneficiary Change Request form (Form F58397) from securian.com and mail it to Securian Financial, PO Box 64114, St. Paul, MN 55164-0114. For assistance, call the Transaction Line at 1-800-643-5728. You can designate primary and contingent beneficiaries with percentage allocations totaling 100%. Provide each beneficiary's full legal name, date of birth, Social Security number, and relationship. Completing the form revokes all prior beneficiary designations.
Sources
Data sourced from Securian Financial primary sources (16 pages reviewed). How we research.
Securian Financial, PO Box 64114, St. Paul, MN 55164-0114
Securian Financial, PO Box 64114, St. Paul, MN 55164-0114
Life and AD&D Claims
Securian Financial, PO Box 64114, St. Paul, MN 55164-0114
Estate planning articles
Learn how to protect your Securian Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.
