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How do I add a living trust as my primary beneficiary?
How do I add a living trust as my primary beneficiary?

Follow these steps if you want to make a living trust the primary beneficiary of your policy.

Kaycie Gaige avatar
Written by Kaycie Gaige
Updated over 4 years ago

The process to add a trust fund as the beneficiary is a bit nuanced as there is not a dedicated field on the form.

You’ll need to include the full name of the trust in the name fields and include a Social Security number. Please reach out to Support if you are unsure of how to add this information.

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