Estate Planning 101

Notifying Protective Life Corporation After a Loved One’s Passing

September 13, 2023

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After the passing of a loved one, there are numerous tasks to undertake, including notifying appropriate parties. One of these parties may be the Protective Life Corporation if your loved one was receiving a pension from them. This notification is crucial to stop pension payments and find out about potential survivor benefits.

Who Should Be Notified

Protective Life Corporation is a financial service holding company known for its insurance and retirement products. If your loved one was receiving a pension from them, it's crucial that you notify them about the death.

When to Notify

You should notify Protective Life Corporation as soon as possible after the death of your loved one. This prompt action will prevent any overpayments of benefits, which could lead to subsequent issues.

How to Notify

You can notify Protective Life Corporation by calling their customer service line at 1-800-866-9933. You can also write to them and mail the notification to their main office. Be sure to include the deceased's name, date of birth, Social Security number, and policy number if you have it.

You will also need to provide a copy of the death certificate, which you can mail to their office or deliver in person if you live nearby.

What to Expect After Notification

After you have notified Protective Life Corporation, they will guide you through the next steps. They will stop any ongoing pension payments and inform you about any potential survivor benefits.

You may also receive information about any life insurance policies that the deceased held with the company. Depending on the terms of the policy, there may be a payout to the beneficiaries.

Tips for Notification

When notifying Protective Life Corporation, make sure to have all necessary information at hand. Keep copies of all correspondence, including dates and times of phone calls or in-person visits. This will be useful in case there are any discrepancies or issues down the line.

Remember, Protective Life Corporation is there to assist you during this difficult time. Don't hesitate to ask questions or seek clarification on anything you're unsure about.

Conclusion

Notifying Protective Life Corporation after the passing of a loved one is a crucial step. It helps in ensuring the smooth handling of their account, cessation of pension payments, and potential access to survivor benefits. Being prepared and understanding the process can help you manage this task successfully during a difficult time.

FAQ

Q: Can I notify Protective Life Corporation online?
A: Protective Life Corporation does not currently have an online process to report a death. You must call them or notify them in writing.

Q: What if I don't know the policy number?
A: If you don't know the policy number, Protective Life Corporation can use the deceased's Social Security number and date of birth to locate their account.

Q: What happens if pension payments continue after the death?
A: If pension payments continue after the death, Protective Life Corporation will likely ask for the money to be returned. Prompt notification can help avoid this situation.