How to name beneficiaries and fund a trust at Sentinel Security Life
Covers 13 insurance accounts — beneficiaries can be updated by phone
Sentinel Security Life Customer Service
Sentinel Security Life Insurance Company, c/o WeWork - Gateway 6, 460 West 50 North, Suite 05-109, Salt Lake City, UT 84101
Sentinel Security Life Customer Service
Sentinel Security Life Insurance Company, c/o WeWork - Gateway 6, 460 West 50 North, Suite 05-109, Salt Lake City, UT 84101
Claims Department
Sentinel Security Life Insurance Company, Life & Health: PO Box 64453, St Paul, MN 55164-0453; Annuities: PO Box 64435, St Paul, MN 55164-0435
Beneficiary designations are the foundation of estate planning for Sentinel Security Life policies. Unlike bank accounts, insurance products cannot be retitled into a trust. Instead, the beneficiary designation itself determines who receives the proceeds and how quickly they're paid. Naming a trust as beneficiary is an option when more control over distributions is needed.
Sentinel Security Life has 13 policies with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary changes require a written form; changes cannot be made by phone alone
- Community property state rules may require spousal consent (AZ, CA, ID, LA, NM, TX, WA, WI)
- Minor children should not be named as primary beneficiary; claim proceeds cannot be paid to minors without a trust or guardianship
- Changing beneficiaries may have significant tax consequences; consult a tax advisor
Sources
Data sourced from Sentinel Security Life primary sources (16 pages reviewed). How we research.
Download these Sentinel Security Life instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Sentinel Security Life primary sources. Bring it to the branch or keep it beside the phone.
Sentinel Security Life Customer Service
Sentinel Security Life Insurance Company, c/o WeWork - Gateway 6, 460 West 50 North, Suite 05-109, Salt Lake City, UT 84101
Sentinel Security Life Customer Service
Sentinel Security Life Insurance Company, c/o WeWork - Gateway 6, 460 West 50 North, Suite 05-109, Salt Lake City, UT 84101
Claims Department
Sentinel Security Life Insurance Company, Life & Health: PO Box 64453, St Paul, MN 55164-0453; Annuities: PO Box 64435, St Paul, MN 55164-0435
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