Estate planning at Mutual of Omaha
How to protect 15 Mutual of Omaha accounts — manage beneficiaries online, fund a trust by mail, and file claims through Mutual of Omaha's Policyowner Services (beneficiary designations, ownership transfers, POA and guardianship documents)
Customer Service
Mutual of Omaha, 3300 Mutual of Omaha Plaza, Omaha, NE 68175
Policyowner Services (beneficiary designations, ownership transfers, POA and guardianship documents)
Mutual of Omaha, 3300 Mutual of Omaha Plaza, Omaha, NE 68175 (fax ATTN: Policyowner Services / IPS, 402-997-1906 for life and annuity; ATTN: Individual Service, 402-997-1869 for health coverage)
Claims Customer Service (individual life)
Mutual of Omaha, 3300 Mutual of Omaha Plaza, Omaha, NE 68175. Employer group life: United of Omaha Life Insurance Company, Group Life Claims, Mutual of Omaha Plaza, Omaha, NE 68175-0001 (fax 402-997-1835, email submitgrplife@mutualofomaha.com)
Mutual of Omaha offers 15 insurance products that play a central role in estate planning. Because policy proceeds pass directly to named beneficiaries—bypassing probate entirely—keeping designations current is one of the highest-impact steps policyholders can take.
Mutual of Omaha lets account holders update beneficiary designations online, by mail, and by phone, typically taking 10-15 minutes online or by phone for an individual beneficiary; 20-30 minutes on the paper form for a trust, plus mailing and home-office recording time. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
There are two sides to estate planning at Mutual of Omaha: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 15 account types at Mutual of Omaha.
View details →When someone dies
Death claim process
Contact Mutual of Omaha's Policyowner Services (beneficiary designations, ownership transfers, POA and guardianship documents) to file a claim. 4-step process, 9 required documents, and contact information for survivors.
View details →Mutual of Omaha's Policyowner Services (beneficiary designations, ownership transfers, POA and guardianship documents) can answer questions about beneficiaries, trusts, or death claims at 800-775-6000.
Sources
Data sourced from Mutual of Omaha primary sources (15 pages reviewed). How we research.
Customer Service
Mutual of Omaha, 3300 Mutual of Omaha Plaza, Omaha, NE 68175
Policyowner Services (beneficiary designations, ownership transfers, POA and guardianship documents)
Mutual of Omaha, 3300 Mutual of Omaha Plaza, Omaha, NE 68175 (fax ATTN: Policyowner Services / IPS, 402-997-1906 for life and annuity; ATTN: Individual Service, 402-997-1869 for health coverage)
Claims Customer Service (individual life)
Mutual of Omaha, 3300 Mutual of Omaha Plaza, Omaha, NE 68175. Employer group life: United of Omaha Life Insurance Company, Group Life Claims, Mutual of Omaha Plaza, Omaha, NE 68175-0001 (fax 402-997-1835, email submitgrplife@mutualofomaha.com)
Estate planning articles
Learn how to protect your Mutual of Omaha accounts and other assets with trusts, beneficiary designations, and estate planning documents.
