Estate planning and settlement at Thrivent
Name beneficiaries online, fund a trust by mail, and report a death at 1-920-628-6312
Thrivent is an insurance company with 8 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 Thrivent policyholders.
Beneficiary designations at Thrivent can be managed 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).
Thrivent 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 8 account types at Thrivent.
Preparing your estate →Death claim process
Report the death to Thrivent's Claims at 1-920-628-6312. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact Thrivent Trust Company at 1-800-847-4836.
Frequently asked questions
Life insurance and annuity contracts use the Beneficiary Designation - Life and Annuity form (Form 307, https://www.thrivent.com/307.pdf), mailed to Thrivent, PO Box 8075, Appleton, WI 54912-8075, faxed to 800-225-2264, or submitted online; a logged-in owner can also select the contract and choose "Update beneficiaries." Thrivent Funds mutual fund accounts use the Thrivent Funds Beneficiary Designation Request (MF307), mailed to Thrivent Funds, PO Box 219348, Kansas City, MO 64121-9348, or faxed to 866-278-8363; mutual fund beneficiaries can be viewed online but are changed by form. Brokerage account beneficiaries are changed through your Thrivent financial advisor. On Form 307, if no coverage box is selected, the designation applies to all coverages and riders under the listed contracts.
Yes. Thrivent Trust Company, a subsidiary of Thrivent, says it can serve as executor or personal representative in all 50 states and as successor trustee of a trust, and that because it is federally chartered it serves the general public, regardless of where you live and whether or not you are a Thrivent client. To name it, your attorney names Thrivent Trust Company in your will or trust and you forward a copy of the document to Thrivent Trust Company. It is not authorized to draft estate planning documents; it provides its preferred trust and will language memorandum on request and reviews your estate plan against that memorandum at no charge. There is no charge for safekeeping a document that nominates it, and fees are incurred only if it serves in a fiduciary capacity. Its minimum is $300,000 for a Personal Trust Services account and for an estate settlement account. Details at https://www.thrivent.com/product-overview/trust-services.
Sources
Data sourced from Thrivent primary sources (35 pages reviewed). How we research.
Thrivent customer support
Client Care Center
Phone
Service calls from outside the US
Thrivent Funds (mutual funds)
Thrivent Bank (deposit accounts)
Fax
Hours
Mailing address
Website
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