Estate planning and settlement at Trustmark Voluntary Benefits
Name beneficiaries by phone, fund a trust by phone, and report a death at 1-877-201-9373
Trustmark Voluntary Benefits offers 7 insurance products that play a central role in estate planning. Because policy proceeds pass directly to named beneficiaries—bypassing probate entirely—keeping designations current is one of the highest-impact steps policyholders can take.
Beneficiary designations at Trustmark Voluntary Benefits can be managed by phone 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).
Trustmark Voluntary Benefits has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 7 account types at Trustmark Voluntary Benefits.
Preparing your estate →Death claim process
Report the death to Trustmark Voluntary Benefits' Claims at 1-877-201-9373. The page lists the steps and the documents to send.
When someone dies →Reach Trustmark Voluntary Benefits' Customer Care at 1-800-918-8877 for help with any of these procedures. Email inquiries can be sent to CustomerCare@trustmarkbenefits.com.
Frequently asked questions
Yes. Trustmark uses Trust Beneficiary Designation Form A112-2520 (https://www.trustmarkbenefits.com/Trustmark-Benefits-Web/media/Files/VB/A112-2520-(9-19)_trust-beneficiary.pdf), not Beneficiary Designation Form P684-19. It asks for the trustee, the date of the trust agreement, and the trust name, and designates the trustee "or its successors in trust"; if the trust is terminated, the proceeds go to the insured's estate. Trustmark states it assumes no responsibility for carrying out the terms of the trust and that payment to the trustees discharges the company. A spouse signature is required in AZ, CA, ID, LA, NV, NM, TX, WA and WI. Mail the form to Trustmark, PO Box 7937, Lake Forest, IL 60045-7937, fax 847-615-4943, or email CustomerCare@trustmarkbenefits.com.
Sources
Data sourced from Trustmark Voluntary Benefits primary sources (25 pages reviewed). How we research.
Trustmark Voluntary Benefits customer support
Customer Care
Phone
Toll-free
New York Universal Life Policies Customer Care
Trustmark Corporate
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Trustmark Voluntary Benefits accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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