Mutual of Omaha: New Underwriting Guidelines Booklet Now Available

The Life Insurance Underwriting Guidelines booklet has been updated for January 1, 2021 and is now available to order.

Changes effective January 1, 2021 include:

• The IRS Tax Transcript form number that was previously 4506T-EZ has been updated and is now 4506-C. The new 4506-C tax transcript form is available to download on SPA.
• The generally acceptable maximum face amount for juveniles has been increased from $100,000 to $250,000; and the maximum we will consider has been increased from $250,000 to $500,000
• We will now request a pharmaceutical check (Rx) for all Juvenile policies