Estate planning at TruStage
How to protect 9 TruStage accounts — manage beneficiaries online, fund a trust online, and file claims through TruStage's TruStage Customer Support
TruStage Financial Group, Inc., 5910 Mineral Point Road, Madison, WI 53705
TruStage Consumer Claims (Life and AD&D)
TruStage Insurance Company, PO Box 61, Waverly, IA 50677-9202
TruStage is a insurance company with 9 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 TruStage policyholders.
Managing beneficiaries at TruStage is straightforward—changes can be made online, by mail, and by phone, typically taking 10-15 minutes online; allow additional processing time for mail submissions. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
There are two sides to estate planning at TruStage: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust online, and review 9 account types at TruStage.
View details →When someone dies
Death claim process
Contact TruStage's TruStage Customer Support to file a claim. 4-step process, 9 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact TruStage's TruStage Customer Support at 1-855-591-9026.
Sources
Data sourced from TruStage primary sources (15 pages reviewed). How we research.
TruStage Financial Group, Inc., 5910 Mineral Point Road, Madison, WI 53705
TruStage Consumer Claims (Life and AD&D)
TruStage Insurance Company, PO Box 61, Waverly, IA 50677-9202
Estate planning articles
Learn how to protect your TruStage accounts and other assets with trusts, beneficiary designations, and estate planning documents.
