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
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
Policy Administration
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
Death Claims Department
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
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.
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
Sources
Data sourced from Southern Farm Bureau Life primary sources (11 pages reviewed). How we research.
Download these Southern Farm Bureau Life instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Southern Farm Bureau Life primary sources. Bring it to the branch or keep it beside the phone.
Policy Administration
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
Policy Administration
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
Death Claims Department
Southern Farm Bureau Life Insurance Company, P.O. Box 78, Jackson, MS 39205
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