Estate Planning 101

Notifying CNO Financial Group After a Loved One’s Passing

September 13, 2023

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When dealing with the loss of a loved one, one of the practical tasks you'll need to undertake is notifying various organizations of the passing. If your loved one was receiving a pension from CNO Financial Group, you will need to alert them to stop the pension payments and discuss any potential survivor benefits.

Who Should Be Notified

CNO Financial Group is a financial services organization that provides various insurance products and pension plans. If your loved one was receiving pension benefits from CNO, it is necessary to notify the company.

When to Notify

Informing CNO Financial Group should be done as quickly as possible after the death of your loved one, to prevent overpayments and enable the smooth transition of any potential survivor benefits.

How to Notify

To notify CNO Financial Group of a death, you can contact their customer service center by phone. The contact number can be found on your loved one's policy documents or the official CNO Financial Group website. Be prepared to provide the deceased's policy number and a certified copy of the death certificate.

What to Expect After Notification

After the notification, CNO Financial Group will provide guidance on the next steps. They will stop any ongoing pension payments and inform you of any potential survivor benefits under the policy. They may also require additional documentation to process the claim and distribute any payable benefits.

Tips for Notification

When notifying CNO Financial Group, it's advisable to keep a record of all interactions, including the date and time of calls and names of any customer service representatives you spoke with. This can be helpful in case of any discrepancies or issues in the future. Also, remember to keep copies of all documents you submit for your records.

Conclusion

Though it is a daunting task, notifying the pension provider after the death of your loved one is a crucial step. With a bit of preparation and understanding of the process, you can successfully navigate this responsibility during a challenging time.

FAQ

Q: Can I notify CNO Financial Group online?
A: At this time, death notifications must be made via phone. Check the official CNO Financial Group website for the most current contact information.

Q: What if I can't find my loved one's policy number?
A: If you cannot locate the policy number, contact CNO Financial Group's customer service. They can often locate the policy using the deceased's name and date of birth.

Q: What if my loved one received overpayments after their death?
A: If CNO Financial Group was not notified promptly and continued to make pension payments, they would typically request this money be returned. Consult with them directly to resolve this issue.