Estate planning at Oceanview Life
How to protect 5 Oceanview Life accounts — fund a trust by mail, and file death claims
Customer Service
Service forms: Oceanview Life and Annuity Company, PO Box 830, Grimes, IA 50111-0830. Overnight and death claim submissions: Oceanview Life and Annuity, 1851 SE Miehe Dr., Grimes, IA 50111. Headquarters: 1331 17th St., Suite 1050, Denver, CO 80202.
Customer Service
Service forms: Oceanview Life and Annuity Company, PO Box 830, Grimes, IA 50111-0830. Overnight and death claim submissions: Oceanview Life and Annuity, 1851 SE Miehe Dr., Grimes, IA 50111. Headquarters: 1331 17th St., Suite 1050, Denver, CO 80202.
Customer Service (annuity death claims)
Oceanview Life and Annuity, 1851 SE Miehe Dr., Grimes, IA 50111 (the Death Claim Statement directs completed claims to this street address, not to the PO Box used for service forms)
How your Oceanview Life annuity contracts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 5 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
At Oceanview Life, beneficiary designations are managed by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
Oceanview Life provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to fund a trust by mail, and review 5 account types at Oceanview Life.
View details →When someone dies
Death claim process
10-step process, 8 required documents, and contact information for survivors.
View details →
Sources
Data sourced from Oceanview Life primary sources (15 pages reviewed). How we research.
Customer Service
Service forms: Oceanview Life and Annuity Company, PO Box 830, Grimes, IA 50111-0830. Overnight and death claim submissions: Oceanview Life and Annuity, 1851 SE Miehe Dr., Grimes, IA 50111. Headquarters: 1331 17th St., Suite 1050, Denver, CO 80202.
Customer Service
Service forms: Oceanview Life and Annuity Company, PO Box 830, Grimes, IA 50111-0830. Overnight and death claim submissions: Oceanview Life and Annuity, 1851 SE Miehe Dr., Grimes, IA 50111. Headquarters: 1331 17th St., Suite 1050, Denver, CO 80202.
Customer Service (annuity death claims)
Oceanview Life and Annuity, 1851 SE Miehe Dr., Grimes, IA 50111 (the Death Claim Statement directs completed claims to this street address, not to the PO Box used for service forms)
Estate planning articles
Learn how to protect your Oceanview Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
