Estate planning and settlement at Ohio National
Name beneficiaries by mail, fund a trust by mail, and report a death at 1-877-446-3010
Ohio National operates under a new nameRebranded, effective July 2023
The Ohio National Life Insurance Company is now AuguStar Life Insurance Company, and Ohio National Life Assurance Corporation is now AuguStar Life Assurance Corporation. Constellation Insurance Holdings completed its sponsored demutualization transaction with Ohio National on March 31, 2022; Constellation announced the rebrand of the Ohio National life insurance business as AuguStar Life on July 17, 2023, with the legal name changes expected in the fourth quarter of 2023. ohionational.com redirects to welcometoaugustar.com, and claims, forms and servicing run through AuguStar Financial (augustarfinancial.com).
Ohio National is an insurance company with 12 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for Ohio National policyholders.
Beneficiary designations at Ohio National can be managed by mail. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Ohio National provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to fund a trust by mail, and review 12 account types at Ohio National.
Preparing your estate →Death claim process
Report the death to Ohio National's AuguStar Financial Claims at 1-877-446-3010. The page lists the steps and the documents to send.
When someone dies →
Sources
- augustarfinancial.com
- welcometoaugustar.com
- constellationinsurance.com
- funddocs.filepoint.com
- ohionational.com
Data sourced from Ohio National primary sources (31 pages reviewed). How we research.
Ohio National customer support
Customer Service (AuguStar Financial, life and disability income insurance)
Phone
Annuity Customer Service
Retirement Plans Customer Service
Corporate Headquarters
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Ohio National accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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