Estate planning at United of Omaha
How to protect 16 United of Omaha accounts — manage beneficiaries online, fund a trust by mail, and file death claims
Customer Service
Mutual of Omaha Insurance Company, 3300 Mutual of Omaha Plaza, Omaha, NE 68175
Customer Service
Mutual of Omaha Insurance Company, 3300 Mutual of Omaha Plaza, Omaha, NE 68175
Individual Life Insurance Claims
Mutual of Omaha Insurance Company, 3300 Mutual of Omaha Plaza, Omaha, NE 68175
United of Omaha is a insurance company with 16 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 United of Omaha policyholders.
Beneficiary designations at United of Omaha can be managed online, by mail, and by phone, typically taking 15-20 minutes. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
United of Omaha 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 by mail, and review 16 account types at United of Omaha.
View details →When someone dies
Death claim process
5-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
Beneficiaries can be updated in the online account at https://www.mutualofomaha.com, or on the Application for LIFE Change of Beneficiary (Form L4237) at https://cdn.mutualofomaha.com/documents/mutualofomaha/pdf/rpd952.pdf, mailed to 3300 Mutual of Omaha Plaza, Omaha, NE 68175 or faxed to Policyowner Services at 402-997-1906. Allocations must be stated in percentages totaling 100 percent, not dollar amounts, and a separate form is required for each policy or rider. A trust is entered using the form's Other Trust Arrangements wording, naming the trustee, any successor in trust, and the date of the trust agreement. Massachusetts residents must have a disinterested adult witness the change, and no change binds the company until it is received and recorded at the home office. Group life beneficiary changes go through the employer.
Sources
Data sourced from United of Omaha primary sources (17 pages reviewed). How we research.
Customer Service
Mutual of Omaha Insurance Company, 3300 Mutual of Omaha Plaza, Omaha, NE 68175
Customer Service
Mutual of Omaha Insurance Company, 3300 Mutual of Omaha Plaza, Omaha, NE 68175
Individual Life Insurance Claims
Mutual of Omaha Insurance Company, 3300 Mutual of Omaha Plaza, Omaha, NE 68175
Estate planning articles
Learn how to protect your United of Omaha accounts and other assets with trusts, beneficiary designations, and estate planning documents.
