Estate Planning 101

Notifying Mutual of Omaha After a Loved One’s Passing

September 13, 2023

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Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
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Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
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The death of a loved one brings with it many responsibilities, one of which is notifying various organizations and agencies. If the deceased was receiving a pension, the provider needs to be informed promptly. If your loved one received their pension through Mutual of Omaha, here is what you need to know.

Who Should Be Notified

Mutual of Omaha, as the pension provider of the deceased, should be notified upon their passing. This is important to stop the pension payments and discuss potential survivor benefits if any.

When to Notify

Informing Mutual of Omaha should be done as soon as possible to prevent any overpayments and to ensure the processing of any potential benefits to the surviving spouse or beneficiaries.

How to Notify

To notify Mutual of Omaha, you can call their Customer Service at 1-800-775-6000. You will need to provide the deceased's policy number, Social Security number, and a copy of the death certificate. You can also mail this information to Mutual of Omaha's main office.

What to Expect After Notification

Once Mutual of Omaha has been notified of the death, they will stop the pension payments and provide information about any potential benefits for survivors. They will also guide you through the process of claiming these benefits if you are eligible.

Tips for Notification

When contacting Mutual of Omaha, keep a record of all correspondence, including the date and time of the call, the representative you spoke with, and the information given. This documentation can be helpful if there are any discrepancies or issues later.

Conclusion

While it can be a daunting task, notifying Mutual of Omaha of a pensioner's death is a critical step. This will help prevent any overpayments and ensure you receive any potential survivor benefits. Remember, Mutual of Omaha is there to assist you during this difficult time.

FAQ

Q: Can I notify Mutual of Omaha online?
A: Currently, Mutual of Omaha requires notification of a death to be made via phone or mail.

Q: What if I don't have all the necessary information?
A: If you don't have all the necessary information, contact Mutual of Omaha anyway. They can often help you locate the necessary information using the deceased's name and other identifying information.

Q: What if the pension payments continue after death?
A: If pension payments continue after the death has been reported, contact Mutual of Omaha immediately to rectify the situation.