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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Symetra

Estate planning at Symetra

How to protect 14 Symetra accounts — manage beneficiaries online, fund a trust by mail, and file death claims

Symetra

Subsidiary of Sumitomo Life Insurance Company

symetra.com→
Symetra logo
Phone1-800-796-3872
Mailing Address

Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690

SwiftTerm / SwiftProtector
1-833-447-9438
Group Life & Disability
1-800-426-7784
Workforce Benefits
1-800-497-3699
SPIA Hotline
1-855-792-7742
WebsiteLearn more→
Phone1-800-796-3872
Mailing Address

Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690

SwiftTerm / SwiftProtector
1-833-447-9438
Group Life & Disability
1-800-426-7784
Workforce Benefits
1-800-497-3699
SPIA Hotline
1-855-792-7742
WebsiteLearn more→

Individual Life & Annuity Claims / Group Life Claims

Phone1-800-796-3872
Toll-Free1-800-796-3872
Fax1-877-737-3650
Mailing Address

Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690 (Overnight: 777 108th Ave NE, Suite 1200, Bellevue, WA 98004-5135)

Group Life/Disability Claims
1-877-377-6773
Verified Jul 2026

Symetra is a insurance company with 14 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for Symetra policyholders.

Managing beneficiaries at Symetra is straightforward—changes can be made online, by mail, and by phone, typically taking 10-15 minutes online; 15-20 minutes by mail. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).

Symetra provides specific procedures for both proactive estate planning and filing claims after a death.

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, fund a trust by mail, and review 14 account types at Symetra.

View details →

When someone dies

Death claim process

4-step process, 6 required documents, and contact information for survivors.

View details →

Frequently asked questions

You can change your beneficiary by logging in to your Symetra My Account at profile.symetra.com and completing the online form, or by downloading the Beneficiary Change Request form from symetra.com and mailing or faxing it. You can also call 1-800-796-3872 (Monday-Friday, 7:00am-4:00pm PT) to request the form. Provide each beneficiary's full legal name, date of birth, Social Security number, relationship, and percentage allocation (totaling 100%). Completing the form revokes all prior beneficiary designations. In community property states, spousal consent is required when changing the primary beneficiary from a spouse.

SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • symetra.com

Data sourced from Symetra primary sources (22 pages reviewed). How we research.

Symetra

Subsidiary of Sumitomo Life Insurance Company

symetra.com→
Symetra logo
Phone1-800-796-3872
Mailing Address

Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690

SwiftTerm / SwiftProtector
1-833-447-9438
Group Life & Disability
1-800-426-7784
Workforce Benefits
1-800-497-3699
SPIA Hotline
1-855-792-7742
WebsiteLearn more→
Phone1-800-796-3872
Mailing Address

Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690

SwiftTerm / SwiftProtector
1-833-447-9438
Group Life & Disability
1-800-426-7784
Workforce Benefits
1-800-497-3699
SPIA Hotline
1-855-792-7742
WebsiteLearn more→

Individual Life & Annuity Claims / Group Life Claims

Phone1-800-796-3872
Toll-Free1-800-796-3872
Fax1-877-737-3650
Mailing Address

Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690 (Overnight: 777 108th Ave NE, Suite 1200, Bellevue, WA 98004-5135)

Group Life/Disability Claims
1-877-377-6773
Verified Jul 2026

Estate planning articles

Learn how to protect your Symetra accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Symetra accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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