Southern Farm Bureau Life
Subsidiary of Owned by Farm Bureau investment and holding corporations controlled by the state Farm Bureau Federations
sfbli.comEstate planning options at Southern Farm Bureau Life
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.
What Southern Farm Bureau Life says about beneficiaries
Each section is Southern Farm Bureau Life's own statement, with the document it comes from numbered under Sources.
What Southern Farm Bureau Life's agreement says about beneficiaries1
- What the owner keeps while living
On whole life policies, any assignee of record and/or any irrevocable designated beneficiary must approve the removal of cash value, along with the policy owner.1
Not in Southern Farm Bureau Life's published guidance3
- A beneficiary form to download
- An online way to name a beneficiary
- What the owner provides to name a beneficiary
Sources1
Sources
(2)·
Data sourced from Southern Farm Bureau Life primary sources (8 pages reviewed). How we research.
Download these Southern Farm Bureau Life instructions
A 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.
Southern Farm Bureau Life estate support
Policy Service
Phone
Switchboard
Direct (if extension is known)
Hours
Mailing address
Website
Estate requests go through general customer service.
Estate planning articles
Learn how to protect your Southern Farm Bureau Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Is this your situation?
Get a complete guide for your specific circumstances.
New Baby or Adoption
Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.
Learn more
Marriage
What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.
Learn more
New Home
How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.
Learn more
Retirement
Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
Learn moreForms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
Tools for Planning Your Estate
Free tools for planning your estate: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for your state and read its answer.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
Do I Need a Revocable Trust?
Find out if a revocable trust makes sense based on your state, estate value, and family situation.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Is the Federal Gift Tax?
Whether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.
What Does Estate Planning Actually Cost?
Compare costs across estate planning providers including online services and attorneys.
