Carrier guide · Orange County

    Using a Mutual of Omaha Long-Term Care Policy for Home Care

    A Mutual of Omaha long-term care claim starts with a phone call to the claims department at the number printed in your policy. The company then mails the claim form and a list of required documentation, and a care coordinator — a licensed nurse employed by Mutual of Omaha — works the file in-house. Golden Age Companions provides licensed non-medical home care in Orange County and prepares the provider documentation and itemized invoices the claim requires.

    Administered by: Mutual of Omaha (claims handled in-house; no third-party administrator is named in the company’s published claim material)

    For families

    I have a Mutual of Omaha policy and need home care

    Request a no-cost policy review conversation, or call and speak with someone who has handled long-term care documentation before.

    For professionals

    Refer a Mutual of Omaha policyholder

    Agents, advisors, fiduciaries, attorneys, care managers, and discharge planners can send a referral and receive provider documentation for the file.

    Next actions

    The claims process, step by step

    What to do at each stage of a Mutual of Omaha home care claim, and what documentation we supply. Jump straight to the stage you are on.

    Who this page is for

    • Policyholders
    • Adult children managing a parent’s care
    • Spouses
    • Powers of attorney
    • Conservators and fiduciaries
    • Insurance agents
    • Financial advisors
    • Elder-law attorneys
    • Hospital and rehabilitation discharge professionals
    • Care managers

    What the official Mutual of Omaha material says

    Summarized from the official sources listed at the bottom of this page. Requirements vary by policy form — always confirm against your own policy.

    How a claim is opened

    Mutual of Omaha’s long-term care claims policyholder guide directs the insured, or an agent acting for them, to call the claims department directly during business hours at the number listed in the policy. There is no self-serve online claim form: the company states it will send a form to complete along with a list of the documentation it needs.

    Once the file is open, a care coordinator — described by the company as a licensed nurse — is assigned. The guide states that eligibility is generally determined in approximately ten business days after all requested information has been received.

    What makes a claimant eligible

    • Certification by a licensed health care practitioner that the insured is chronically ill
    • Needing substantial assistance with at least two of six activities of daily living — bathing, dressing, eating, transferring, toileting, continence — for an expected period of at least 90 days
    • Or requiring substantial supervision because of severe cognitive impairment
    • An independent assessment by a licensed health care practitioner the company selects may be required to verify chronic illness

    Elimination period and payment

    • Elimination periods range from 0 to 365 days depending on the policy form, and may be written as calendar days or service days
    • The elimination period is satisfied once for the life of the policy
    • Benefits may be paid to the insured, to a representative or power of attorney, or to a long-term care provider the insured designates
    • The policy’s assignment of benefits provision allows a written request for benefits to be paid directly to a provider, if the provider agrees to the assignment

    What the policy expects of a home care agency

    Mutual of Omaha’s long-term care policy form defines a home health care agency as an entity regularly engaged in providing home health care for payment, staffed by qualified personnel, supervised by a registered nurse, licensed social worker, or physician, and holding the state licensure, certification, or accreditation required where it operates. Golden Age Companions is a California-licensed Home Care Organization, License No. 304700544.

    What we can do today

    • Begin licensed non-medical home care in Orange County, typically within 24–72 hours
    • Document care from the first shift so nothing has to be reconstructed later
    • Supply Home Care Organization license, W-9, and certificate of insurance
    • Prepare itemized invoices to whatever format the company specifies

    What Golden Age Companions can help with

    We do

    • Providing licensed non-medical home care across Orange County
    • Supplying Home Care Organization licensing and business documentation
    • Preparing itemized invoices in the detail LTC claims require
    • Maintaining care records and caregiver shift documentation
    • Coordinating provider documentation the carrier requests
    • Helping the family organize claim paperwork and keep track of what has been sent
    • Communicating with the carrier when written authorization is provided
    • Supporting an assignment-of-benefits request when the carrier permits it
    • Maintaining documentation for ongoing reimbursement and recertification

    We do not

    • Determine benefit eligibility
    • Interpret policy language
    • Guarantee claim approval
    • Guarantee reimbursement
    • Represent the insurance carrier
    • Sell insurance
    • Provide legal, tax, or financial advice

    Golden Age Companions is a licensed Home Care Organization (License No. 304700544), not an insurance company, agency, or adviser.

    Documents a family may need

    • Policy number and insured’s identifying information
    • Authorized-representative documentation
    • The claim form Mutual of Omaha mails after the initial phone notification
    • Licensed health care practitioner certification of chronic illness
    • Plan of care
    • Provider documentation — HCO license, W-9, certificate of insurance
    • Itemized invoices with dates, hours, and services
    • A signed assignment of benefits request, if direct provider payment is wanted

    Requirements vary by policy and carrier. This list is a starting point, not a determination of what your policy requires.

    Questions to ask Mutual of Omaha

    • What is the daily, weekly, or monthly home care benefit?
    • Is this a reimbursement policy or an indemnity policy?
    • What is the remaining benefit pool?
    • Is there an inflation rider, and how does it apply?
    • What benefit trigger applies to this policy?
    • What is the elimination period?
    • Does the elimination period count calendar days or service days?
    • Does the policy require a licensed home care agency?
    • What provider documentation is required?
    • Are itemized invoices required, and in what format?
    • Is proof of payment required?
    • Is direct provider payment available?
    • Is assignment of benefits permitted?
    • How often must invoices be submitted?
    • How frequently is recertification required?

    These questions should be answered by the carrier, its administrator, or a licensed insurance professional — not by a home care agency.

    For referral professionals

    Referring a client with a Mutual of Omaha long-term care policy

    For a Mutual of Omaha policyholder, capture the policy form and the claims number printed in the policy at intake. Because the claim opens by phone and the form arrives by mail, the first call should be made early — documentation from our side can be assembled in parallel.

    When authorized and applicable, we can provide:

    • HCO License No. 304700544
    • Provider contact information
    • W-9
    • Certificate of insurance
    • Workers’ compensation documentation
    • Care plan information
    • Itemized invoices
    • Shift documentation
    • Secure administrative communication
    • A clear, named point of contact

    Mutual of Omaha home care questions

    Important disclosure
    Golden Age Companions is not affiliated with, endorsed by, sponsored by, or an agent of Mutual of Omaha. Carrier and program names are used only to identify the policy a family may hold. Coverage, eligibility, benefit amounts, provider approval, elimination periods, and reimbursement are determined solely by the individual policy and its administrator. Golden Age Companions provides non-medical home care and administrative claim support; it does not sell insurance or provide insurance, legal, tax, or financial advice.
    Call (949) 630-0487Book