Estate planning at Symetra
How to protect 14 Symetra accounts — manage beneficiaries online, fund a trust by mail, and file death claims
Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690
Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690
Individual Life & Annuity Claims / Group Life Claims
Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690 (Overnight: 777 108th Ave NE, Suite 1200, Bellevue, WA 98004-5135)
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.
Sources
Data sourced from Symetra primary sources (22 pages reviewed). How we research.
Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690
Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690
Individual Life & Annuity Claims / Group Life Claims
Symetra Life Insurance Company, PO Box 34690, Seattle, WA 98124-1690 (Overnight: 777 108th Ave NE, Suite 1200, Bellevue, WA 98004-5135)
Estate planning articles
Learn how to protect your Symetra accounts and other assets with trusts, beneficiary designations, and estate planning documents.
