Your life insurance beneficiary is the person or entity that will receive the benefit from your life insurance policy if you pass away. If you want to designate an individual, that’s easy. In our online form, we offer a first and last name field so you can just type it in.
If you want to name a trust fund as your beneficiary, it’s only a little bit more nuanced. There’s no online field asking for the name of your trust. So, instead, you’ll need to reach out to our Customer Success Team.
We’ll be able to send you an amendment to complete and sign via DocuSign to name a trust as the beneficiary of your policy.