New - Beneficiary Resource Center
Getting organized after losing a loved one
Common Questions
About Annuities and Life Insurance- What do I need to file a claim for death benefits?
- Is my benefit taxable?
- What is an annuity?
Annuities
Life insurance
Glossary
More benefit questions?
Call (866) 802-6333
Monday - Friday
8:30 a.m. to 8 p.m. ET
Or email us
If you have lost someone you love
We are deeply sorry — and we are here to help.
Along with your feelings of loss, you may also need to deal with important financial and legal matters.
We've created this Beneficiary Resource Center to offer you:
- step-by-step explanations of what you need to do and when
- a downloadable checklist
to help you keep track of it all - sample letters to help you notify life insurance companies, Social Security, and others
- sample monthly budget to help you determine your financial situation
Important tasks for the coming year
Learn what you need to do:
During the first month
Within six months
Within the first year