Notifying Jackson National Life After a Loved One’s Passing

Snug partners with Marble Law, an online law firm built for your peace of mind. Marble lawyers have extensive experience in all matters of estate planning, including the important task of funding a trust.

Are you an executor or trustee?

Snug can help you get organized by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.

Want to get organized?

Snug can help you organize all of life's details by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.

Want to offer estate planning?

Snug is a complete estate planning solution built for Financial Advisors who want to save time and offer their clients more. Whether you have an UHNW client who needs their documents analyzed or a mass affluent client getting their first Trust, we can help.

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.

The loss of a loved one is a challenging time and amidst the grief, it's essential to handle their financial affairs. Notifying pension providers, such as Jackson National Life, is a crucial task during this period. Taking this step helps prevent any overpayments and sets the stage for the necessary transfer of benefits.

Who Should Be Notified

Jackson National Life is a prominent insurance and retirement services company. If your loved one held a pension or annuity contract with Jackson National Life, it's necessary to inform the company of their passing.

When to Notify

It's advised to inform Jackson National Life as soon as possible after the death has occurred. This prompt notification helps prevent any potential overpayments and facilitates the initiation of the claim process.

How to Notify

You can notify Jackson National Life by calling their toll-free customer service number at 1-800-644-4565. Have the deceased's policy number and Social Security number on hand when you call. You will also need to provide a certified copy of the death certificate.

What to Expect After Notification

Once you've notified Jackson National Life, they will guide you through the subsequent steps. These generally include halting of payments, providing information about potential death benefits, and explaining the procedure for claiming or transferring the deceased's assets.

Tips for Notification

Maintain a record of all interactions with Jackson National Life, noting dates, times, and the names of representatives you spoke with. This can be beneficial if there are discrepancies or issues later on. Request clear instructions and don't hesitate to ask questions if you find anything confusing.

Conclusion

While it's a challenging task, notifying Jackson National Life about the death of a loved one is an essential part of managing their financial affairs. With the right preparation and understanding, you can navigate this process successfully during a difficult time.

FAQ

Q: Can I notify Jackson National Life of a death online?
A: At present, Jackson National Life prefers death notifications to be made over the phone to provide immediate assistance and guidance.

Q: What if I can't find my loved one's Jackson National Life policy details?
A: While having the policy number can expedite the process, Jackson National Life can locate the account using the deceased's full name and Social Security number.

Q: What if my loved one received overpayments after their death?
A: If Jackson National Life was not informed promptly and continued to make payments, they would typically request the money back. It's advisable to discuss this situation directly with Jackson National Life for the best resolution.