Estate planning at USICG
How to protect 9 USICG accounts — manage beneficiaries online, and file death claims
USI Consulting Group - Corporate Headquarters (plan sponsor and general inquiries; not a participant account line)
95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-4417
USI Consulting Group - Corporate Headquarters (plan sponsor and general inquiries; not a participant account line)
95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-4417
USI Consulting Group - Direct Solutions Participant Service Center (for USICG-administered plans; where USICG is only the plan advisor, the third-party recordkeeper handles the death claim)
95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-6503
Retirement retirement accounts at USICG transfer by beneficiary designation, not through probate. With 9 account types, each carrying different tax implications for heirs, getting these designations right is one of the most consequential estate planning decisions.
USICG handles beneficiary designations online, by mail, and by phone.
USICG 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, and review 9 account types at USICG.
View details →When someone dies
Death claim process
5-step process, 7 required documents, and contact information for survivors.
View details →
Sources
Data sourced from USICG primary sources (15 pages reviewed). How we research.
USI Consulting Group - Corporate Headquarters (plan sponsor and general inquiries; not a participant account line)
95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-4417
USI Consulting Group - Corporate Headquarters (plan sponsor and general inquiries; not a participant account line)
95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-4417
USI Consulting Group - Direct Solutions Participant Service Center (for USICG-administered plans; where USICG is only the plan advisor, the third-party recordkeeper handles the death claim)
95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-6503
Estate planning articles
Learn how to protect your USICG accounts and other assets with trusts, beneficiary designations, and estate planning documents.
