How to name beneficiaries and fund a trust at Oceanview Life
Covers 5 insurance accounts at Oceanview Life
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)
There are two ways to keep your Oceanview Life annuity contracts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.
Oceanview Life has 5 annuity contracts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Completing the beneficiary section of the Contract Information Change Form revokes ALL prior primary and contingent beneficiary designations — restate the ones you want to keep.
- Percentages must total 100% for primary beneficiaries and 100% for contingent beneficiaries.
- Naming a trust as beneficiary requires the Trust Verification Form in addition to the change form.
- An Oceanview annuity is owner-driven: the contract owner controls the designation, and the beneficiary designation — not the will — controls who receives the death benefit.
Sources
Data sourced from Oceanview Life primary sources (15 pages reviewed). How we research.
Download these Oceanview Life instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Oceanview Life primary sources. Bring it to the branch or keep it beside the phone.
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)
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