Estate Planning 101

Notifying American National Insurance Company After a Loved One’s Passing

September 13, 2023

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Handling the administrative tasks after the loss of a loved one can be a daunting process. One such important task includes notifying entities like the American National Insurance Company, especially if your loved one had a pension plan with them. This ensures that unnecessary payments are not made and any potential benefits are handled correctly.

Who Should Be Notified

The American National Insurance Company is an insurance and pension provider. If your loved one had a pension with them, it is vital to notify them about the person's demise. This ensures that the pension payments are stopped, and information about any possible survivor benefits can be gathered.

When to Notify

It is advisable to notify American National Insurance Company as soon as you can after the death of your loved one. This will help to prevent any potential issues with overpayments of the pension.

How to Notify

You can notify American National Insurance Company of the death by calling their customer service line at 1-800-899-6519. Be prepared to provide the deceased's policy number and Social Security number. You will also need to send a certified copy of the death certificate to the company.

What to Expect After Notification

Once American National Insurance Company has been notified, they will cease making pension payments and provide information on any potential death benefits or remaining pension funds. Depending on the type of pension plan, there may be a payout to designated beneficiaries.

Tips for Notification

Before contacting American National Insurance Company, it's advisable to gather all necessary documents and information. This includes the deceased's policy number, Social Security number, and a copy of the death certificate. Remember to note down the date, time, and the representative's name with whom you speak for future reference.

Conclusion

While it's a challenging process, notifying the American National Insurance Company after the passing of a loved one with a pension plan is a crucial step. It ensures that all financial matters related to the pension are handled correctly and in a timely manner. Although this task might feel overwhelming, with the right preparation, you can successfully navigate through it.

FAQ

Q: Can I notify American National Insurance Company online?
A: Currently, the notification of a death needs to be done through a phone call to their customer service line. It's recommended to follow up with a certified copy of the death certificate via mail.

Q: What if I can't find my loved one's policy number?
A: If you can't find the policy number, contact American National Insurance Company and provide as much information as possible about the deceased. They may be able to locate the policy using the deceased's name and Social Security number.

Q: What if my loved one had multiple policies with American National Insurance Company?
A: If your loved one had multiple policies, inform the company about each one. They will guide you on how to proceed with each separate policy.