Ensure a successful year-end: Review key dates and holiday hours
We are dedicated to helping you have a smooth and successful year end. Please review our holiday hours, new business processing guidelines for 2019 production, product transition dates and required minimum distribution deadlines below to ensure you’re prepared.
OneAmerica® holiday hours
Find details on when the home office will be closed during the holiday season. We’ve also included hours for our Care Solutions interview vendor, LTCG, for your reference. Review our holiday hours.
New Business processing
Our New Business processing year-end guidelines will help you get cases paid and policy changes submitted in time to count for 2019 production. Review New Business guidelines.
Product transitions
For old CSO Asset-Care products, all outstanding issue requirements, including premium, must be received by the Home Office, in good order, on Tuesday, Dec. 31, 2019.
Required minimum distribution (RMD) deadline
Clients who want to take an RMD from their OneAmerica policy should do so by Dec. 20, 2019, to ensure processing by year end. Find out how to submit an RMD request.
Products issued and underwritten by The State Life Insurance Company® (State Life), Indianapolis, IN, a OneAmerica company that offers the Care Solutions product suite. Asset Care Form numbers: ICC18 L302; ICC18 L302 JT; ICC18 L302 SP; ICC18 L302 SP JT. Not available in all states or may vary by state. OneAmerica® and the OneAmerica banner are all registered trademarks of OneAmerica Financial Partners, Inc.
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This email was sent by: OneAmerica Financial Partners, Inc. One American Square, PO Box 368 Indianapolis, IN 46206-0368 United States
