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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→USICG

Estate planning at USICG

How to protect 9 USICG accounts — manage beneficiaries online, and file death claims

USICG

Subsidiary of USI Insurance Services

usicg.com→
USICG logo

USI Consulting Group - Corporate Headquarters (plan sponsor and general inquiries; not a participant account line)

Phone860-633-5283
Mailing Address

95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-4417

WebsiteLearn more→

USI Consulting Group - Corporate Headquarters (plan sponsor and general inquiries; not a participant account line)

Phone860-633-5283
Mailing Address

95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-4417

WebsiteLearn more→

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)

Phone866-305-8846
Emaildirectsolutionsparticipantquestions@usi.com
Mailing Address

95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-6503

WebsiteNotify online→
Verified Jul 2026

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 →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • usicg.com
  • forms.usicg.com

Data sourced from USICG primary sources (15 pages reviewed). How we research.

USICG

Subsidiary of USI Insurance Services

usicg.com→
USICG logo

USI Consulting Group - Corporate Headquarters (plan sponsor and general inquiries; not a participant account line)

Phone860-633-5283
Mailing Address

95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-4417

WebsiteLearn more→

USI Consulting Group - Corporate Headquarters (plan sponsor and general inquiries; not a participant account line)

Phone860-633-5283
Mailing Address

95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-4417

WebsiteLearn more→

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)

Phone866-305-8846
Emaildirectsolutionsparticipantquestions@usi.com
Mailing Address

95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033-6503

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your USICG accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your USICG accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026