Estate planning at OneAmerica Financial
How to protect 11 OneAmerica Financial accounts — manage beneficiaries online, fund a trust online, and file claims through OneAmerica Financial's Individual Policy Service Request (beneficiary, name, and address changes)
Individual Policy Service (routed by policy number prefix)
OneAmerica Financial Partners, Inc., One American Square, P.O. Box 368, Indianapolis, IN 46206-0368
Individual Policy Service Request (beneficiary, name, and address changes)
OneAmerica Financial Partners, Inc., One American Square, P.O. Box 368, Indianapolis, IN 46206-0368
Individual Claims Department (life insurance and annuities)
The Companies of OneAmerica Financial, ATTN: Individual Claims, P.O. Box 6008, Indianapolis, IN 46206-6008
OneAmerica Financial offers 11 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.
Managing beneficiaries at OneAmerica Financial is straightforward—changes can be made online, by mail, and by phone, typically taking 15-20 minutes to complete a designation form. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
OneAmerica Financial has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust online, and review 11 account types at OneAmerica Financial.
View details →When someone dies
Death claim process
Contact OneAmerica Financial's Individual Policy Service Request (beneficiary, name, and address changes) to file a claim. 7-step process, 7 required documents, and contact information for survivors.
View details →OneAmerica Financial's Individual Policy Service Request (beneficiary, name, and address changes) can answer questions about beneficiaries, trusts, or death claims at 800-537-6442.
Sources
Data sourced from OneAmerica Financial primary sources (19 pages reviewed). How we research.
Individual Policy Service (routed by policy number prefix)
OneAmerica Financial Partners, Inc., One American Square, P.O. Box 368, Indianapolis, IN 46206-0368
Individual Policy Service Request (beneficiary, name, and address changes)
OneAmerica Financial Partners, Inc., One American Square, P.O. Box 368, Indianapolis, IN 46206-0368
Individual Claims Department (life insurance and annuities)
The Companies of OneAmerica Financial, ATTN: Individual Claims, P.O. Box 6008, Indianapolis, IN 46206-6008
Estate planning articles
Learn how to protect your OneAmerica Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.
