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How do I add a living trust as my primary beneficiary for my term life insurance policy?

You can add a living trust as your beneficiary, but since there isn’t a dedicated field for trusts, it requires a slightly different setup.

Written by Kaycie Gaige
Updated today

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

How to add a living trust

When adding your beneficiary:

  • Enter the full legal name of the trust in the name fields

  • Provide the required identifying information as prompted

Need help?

If you’re unsure how to enter your trust details or want help making sure everything is set up correctly, contact support@meetfabric.com and we’ll assist you.

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