The loss of a loved one comes with many responsibilities, including notifying various institutions and organizations. If your loved one had a pension with OneAmerica Financial Partners, it's important to inform them as promptly as possible to manage the pension benefits correctly.
Who Should Be Notified
OneAmerica Financial Partners is a leading US insurance and financial services company providing retirement products, life insurance, and employee benefits. If your deceased loved one was a policyholder or had a pension plan with OneAmerica, you should inform them of the death.
When to Notify
It's beneficial to notify OneAmerica as soon as you can after the death of the policyholder. Quick notification can help avoid complications with benefit payments and potential financial implications.
How to Notify
To notify OneAmerica of a policyholder's death, you can call their customer service line at 1-800-537-6442. You'll need to provide the policyholder's full name, date of birth, and policy number, if available. A death certificate may also be required to process any claims.
What to Expect After Notification
Once OneAmerica is informed of the death, they will guide you through the next steps. This may include stopping pension payments, providing information about potential survivor benefits, and explaining the process for claiming any remaining benefits.
Tips for Notification
When contacting OneAmerica, make sure to have all necessary information on hand to make the process smoother. It's also useful to keep records of all correspondence, including dates and times of calls, the name of the representative you spoke with, and any instructions or information they provided.
Conclusion
While it can be a challenging task, notifying OneAmerica of a policyholder's death is a critical step. It ensures the proper handling of their account and benefits and helps to prevent any potential financial complications.
FAQ
Q: Can I notify OneAmerica online?
A: Currently, death notifications need to be made by phone. However, you can find additional information and resources on their website.
Q: What if I don't have the policy number?
A: If you don't have the policy number, OneAmerica's customer service representatives can usually locate the policy using the policyholder's full name and date of birth.
Q: What if there are unpaid benefits?
A: If there are unpaid benefits, OneAmerica will guide you through the claim process to ensure any remaining benefits are correctly distributed.
