How to name beneficiaries and fund a trust at Southern Farm Bureau Life
Covers 3 insurance accounts — beneficiaries can be updated by phone
Policy Administration
Phone1-800-457-9611
Mailing Address
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
Main Switchboard
Direct Line
WebsiteLearn more→
Policy Administration
Phone1-800-457-9611
Mailing Address
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
Main Switchboard
Direct Line
WebsiteLearn more→
Death Claims Department
Phone1-800-562-0919
Mailing Address
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
WebsiteNotify online→
Verified Apr 2026
For Southern Farm Bureau Life policyholders, estate planning comes down to one critical step: making sure the right beneficiaries are named on every policy. Insurance proceeds bypass probate entirely and go directly to whoever is listed—regardless of what a will says. When estate tax planning or controlled distributions are a factor, a trust can be named as beneficiary instead.
The transfer rules at Southern Farm Bureau Life vary across 3 policies. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Southern Farm Bureau Whole Life InsuranceSouthern Farm Bureau Term Life InsuranceSouthern Farm Bureau Annuity
1
Call the Policy Administration line at 1-800-457-9611 (Monday - Friday, 8:00 AM - 4:30 PM Central Time)
2
Request a beneficiary change form for your policy
3
Provide your policy number and identity verification information as requested
4
The representative will mail the necessary forms to your address on file
5
Complete, sign, and return the forms by mail to the home office
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary changes on annuity contracts may require the current beneficiary's consent depending on whether the designation is revocable or irrevocable
- If naming a trust as beneficiary, a copy of the trust document or Certification of Trust may be requested
- Community property state rules (LA, TX) may require spousal consent for beneficiary changes
Policy Administration
Phone1-800-457-9611
Mailing Address
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
Main Switchboard
Direct Line
WebsiteLearn more→
Policy Administration
Phone1-800-457-9611
Mailing Address
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
Main Switchboard
Direct Line
WebsiteLearn more→
Death Claims Department
Phone1-800-562-0919
Mailing Address
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Southern Farm Bureau Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
