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Security Plan Life

Subsidiary of Citizens, Inc.

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What to do when a Security Plan Life account holder dies

Report the death to Security Plan Life at 1-800-533-9252

Filing a death claim on a Security Plan Life policy begins with notifying Security Plan Life. Life insurance claims are separate from probate—proceeds transfer directly to named beneficiaries regardless of whether the estate goes through court. The timeline and documentation requirements depend on the policy type and cause of death.

Gather the account holder's full name, date of birth, and any known account or policy numbers before contacting Security Plan Life.

Death claim process

To file a claim after an account holder's death, here is what Security Plan Life requires:

Filing a claim

1
Report the death to Security Plan Policyholder Services at 1 (800) 533-9252, or to the servicing agent or a local Security Plan office.
2
Ask Policyholder Services for the claim form and the list of documents it requires.

Forms Security Plan Life issues1

Claim form

Sent by the institution on request.1

Not in Security Plan Life's published guidance4

  • Online claim form
  • A list of required documents
  • Whether the death certificate must be certified
  • A mailing address for claim documents

Sources1

Download instructions for the whole estate
SimplyTrustSimplyTrust Editorial·

Sources

Data sourced from Security Plan Life primary sources (6 pages reviewed). How we research.

Security Plan Life death claims support

Policyholder Services

Donaldsonville office

Baton Rouge office

Little Rock, Arkansas office

Jackson, Mississippi office

Mailing address

Security Plan Life Insurance Company, P.O. Box 149151, Austin, TX 78714-9151

Death notifications go through general customer service.

Verified Sep 2026

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