Symetra
Subsidiary of Symetra Financial Corporation (a wholly owned subsidiary of Sumitomo Life Insurance Company)
symetra.comEstate planning and settlement at Symetra
Name beneficiaries online, fund a trust by mail, and report a death at 1-800-796-3872
Symetra is an 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.
Symetra lets account holders update beneficiary designations online and 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.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 14 account types at Symetra.
Preparing your estate →Death claim process
Report the death to Symetra's Claims Department at 1-800-796-3872. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Symetra primary sources (35 pages reviewed). How we research.
Symetra customer support
Phone
Swift life insurance (SwiftTerm / SwiftProtector)
Group life, disability and stop loss
Workforce benefits
Structured settlements and immediate annuities fax
Individual life fax
Individual annuities and IRAs fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Symetra accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
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.
