How to name beneficiaries and fund a trust at Security Plan Life
Covers 4 insurance accounts — beneficiaries can be updated by phone
Policy Administration
Security Plan Life Insurance Company, 205 Railroad Avenue, Donaldsonville, LA 70346
Policy Administration
Security Plan Life Insurance Company, 205 Railroad Avenue, Donaldsonville, LA 70346
Claims Department
Security Plan Life Insurance Company, 205 Railroad Avenue, Donaldsonville, LA 70346
Estate planning with Security Plan Life policies centers on beneficiary designations—the single most important step for ensuring life insurance proceeds and annuity benefits reach the intended recipients without probate involvement. Unlike bank or brokerage accounts, insurance products are not retitled into trusts; instead, trusts are named as beneficiaries when estate tax planning or controlled distributions are needed.
The transfer rules at Security Plan Life vary across 4 policies. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- If naming a trust as beneficiary, a copy of the trust document or Certification of Trust may be requested
- Community property state rules (Louisiana) may require spousal consent for beneficiary changes
- Pre-need policies assigned to a funeral home may have restrictions on beneficiary changes
Sources
- citizensinc.com
- bbb.org
- customerportal.citizensinc.com
- mysecurityplan.com
- prnewswire.com
- sec.gov
- securityplanagent.citizensinc.com
Data sourced from Security Plan Life primary sources (8 pages reviewed). How we research.
Download these Security Plan Life instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Security Plan Life primary sources. Bring it to the branch or keep it beside the phone.
Policy Administration
Security Plan Life Insurance Company, 205 Railroad Avenue, Donaldsonville, LA 70346
Policy Administration
Security Plan Life Insurance Company, 205 Railroad Avenue, Donaldsonville, LA 70346
Claims Department
Security Plan Life Insurance Company, 205 Railroad Avenue, Donaldsonville, LA 70346
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