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Home→Financial Institutions→OneAmerica Financial

Estate planning at OneAmerica Financial

How to protect 12 OneAmerica Financial accounts — manage beneficiaries by phone, fund a trust by mail, and file claims through OneAmerica Financial's Individual Life & Annuity Policy Services

OverviewPreparing your estateWhen someone dies

OneAmerica Financial

Subsidiary of OneAmerica Financial Partners, Inc.

oneamerica.com→
OneAmerica Financial logo

Policy Service

Phone1-800-537-6442
Emailpolicyservice@oneamerica.com
Mailing Address

OneAmerica Financial Partners, P.O. Box 368, Indianapolis, IN 46206-0368

Policy Number Starts With "10" or "0"
1-800-437-4692
Policy Number Starts With "5" or "L"
1-800-428-2316
Employer-Sponsored Life/Disability
1-800-553-5318
Retirement Plan (Number Prefix)
1-800-858-3829
Retirement Plan (Letter Prefix)
1-800-249-6269
WebsiteLearn more→

Individual Life & Annuity Policy Services

Phone1-800-537-6442
Emailpolicyservice@oneamerica.com
Mailing Address

The Companies of OneAmerica, ATTN: Individual Life & Annuity Services, P.O. Box 368, Indianapolis, IN 46206-0368

WebsiteLearn more→

Life Insurance & Annuity Claims

Phone1-800-833-5569
Toll-Free1-800-833-5569
Emailclaims.ind@oneamerica.com
Fax1-317-285-1344
Mailing Address

OneAmerica Financial Partners, P.O. Box 6008, Indianapolis, IN 46206-6008

Group/Employee Benefits Life Claims
1-800-553-3522
Long-Term Care / Asset Care Claims
1-800-352-6608
Disability Claims
1-855-517-6365
WebsiteNotify online→
Verified May 2026

OneAmerica Financial offers 12 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 by mail and by phone, typically taking 15-20 minutes to complete the form; processing within 2-4 weeks. 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 update beneficiaries by phone, fund a trust by mail, and review 12 account types at OneAmerica Financial.

View details →

When someone dies

Death claim process

Contact OneAmerica Financial's Individual Life & Annuity Policy Services to file a claim. 4-step process, 7 required documents, and contact information for survivors.

View details →

OneAmerica Financial's Individual Life & Annuity Policy Services can answer questions about beneficiaries, trusts, or death claims at 1-800-537-6442. Email inquiries can be sent to policyservice@oneamerica.com.

SimplyTrustSimplyTrust Editorial·Updated May 23, 2026

Sources

  • oneamerica.com
  • investmentnews.com

Data sourced from OneAmerica Financial primary sources (20 pages reviewed). How we research.

OneAmerica Financial

Subsidiary of OneAmerica Financial Partners, Inc.

oneamerica.com→
OneAmerica Financial logo

Policy Service

Phone1-800-537-6442
Emailpolicyservice@oneamerica.com
Mailing Address

OneAmerica Financial Partners, P.O. Box 368, Indianapolis, IN 46206-0368

Policy Number Starts With "10" or "0"
1-800-437-4692
Policy Number Starts With "5" or "L"
1-800-428-2316
Employer-Sponsored Life/Disability
1-800-553-5318
Retirement Plan (Number Prefix)
1-800-858-3829
Retirement Plan (Letter Prefix)
1-800-249-6269
WebsiteLearn more→

Individual Life & Annuity Policy Services

Phone1-800-537-6442
Emailpolicyservice@oneamerica.com
Mailing Address

The Companies of OneAmerica, ATTN: Individual Life & Annuity Services, P.O. Box 368, Indianapolis, IN 46206-0368

WebsiteLearn more→

Life Insurance & Annuity Claims

Phone1-800-833-5569
Toll-Free1-800-833-5569
Emailclaims.ind@oneamerica.com
Fax1-317-285-1344
Mailing Address

OneAmerica Financial Partners, P.O. Box 6008, Indianapolis, IN 46206-6008

Group/Employee Benefits Life Claims
1-800-553-3522
Long-Term Care / Asset Care Claims
1-800-352-6608
Disability Claims
1-855-517-6365
WebsiteNotify online→
Verified May 2026

Estate planning articles

Learn how to protect your OneAmerica Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your OneAmerica Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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