Southern Farm Bureau Life
Subsidiary of Owned by Farm Bureau investment and holding corporations controlled by the state Farm Bureau Federations
sfbli.comWhat to do when a Southern Farm Bureau Life account holder dies
Report the death to Southern Farm Bureau Life's Life Claims at 1-800-562-0919
A death claim on a Southern Farm Bureau Life policy is filed through the Life Claims (1-800-562-0919). Because insurance proceeds pass directly to named beneficiaries, this process is separate from probate. The required documentation and timeline vary by policy type.
Gather the account holder's full name, date of birth, and any known account or policy numbers before contacting Southern Farm Bureau Life.
Death claim process
To file a claim after an account holder's death, here is what Southern Farm Bureau Life requires:
Filing a claim
- Your relationship to the deceased (spouse, child, parent, sibling, friend, funeral home, attorney, or other)
- Your first and last name, email address, and phone number
- Your address, and your city, state, and ZIP code
- The policy number, with fields to add more than one policy
Claims Contact
Website: Online portal →
Help Southern Farm Bureau Life offers survivors1
- Beneficiary Assistance
A guide with a survivor checklist and suggested letters for applying for benefits from an employer, a health or life insurance company, a former employer, Social Security, the Veteran's Administration, fraternal and civic organizations, and the Civil Service Commission.1
Not in Southern Farm Bureau Life's published guidance7
- A list of required documents
- Whether the death certificate must be certified
- A claim form to download
- A mailing address for claim documents
- A fax number for claim documents
- An email address for claim documents
- How long a claim takes
Sources1
Southern Farm Bureau Life's Life Claims can be reached by phone at 1-800-562-0919 for questions throughout the claims process.
Sources
(3)·
Data sourced from Southern Farm Bureau Life primary sources (14 pages reviewed). How we research.
Southern Farm Bureau Life death claims support
Life Claims
Estate planning articles
Learn how to protect your Southern Farm Bureau Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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Forms for Settling an Estate
Free forms for settling an estate: probate petition, small estate affidavit, creditor notice and closing forms. Prepare each form for your state.
Affidavit of Death
Put a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.
IRS Form 56
Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
Petition for Probate and Letters
Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.
Notice to Creditors
Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.
Renunciation of Executor
Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.
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Free tools for settling an estate: whether probate is needed, executor and trustee pay, creditor deadlines and taxes. Run each tool for your state.
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How Do I Settle an Estate?
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What Do I Do When Someone Dies?
A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
