Trustee(s) must sign in Section 4, and include their title as trustee(s). If a beneficiary is named as irrevocable, the beneficiary designa-tion cannot be changed without the consent of the irrevocable beneficiary. Transamerica Funds Change of Address Form Usethisformtochangetheaddressof recordonyourTransamericaFunds account(s).Formsforothertypesof . If you have any questions or concerns: Please call us toll-free at 1-800-527-9027 if you would like to speak with a Claims Representative. Indicate the date to the template with the Date feature. The irrevocable beneficiary may To access the various service forms for your account, simply login. Page 1 of 4 81603538 05/15 Working with this form has not been easier. Return Completed Forms to: Transamerica Employee Benefits Administrative Office P.O. . Use a separate form for each Policy. Read the following instructions to use CocoDoc to start editing and filling in your Transamerica Beneficiary Change: First of all, seek the "Get Form" button and tap it. 800-797-2643. Please refer to the instructions provided on the Claim Form for Continuing Disability Income Insurance Benefits, which can be accessed from the link below. Transamerica Financial Life Insurance Company. 6) Fund Performance Participants are able to hear the rate of return for the fund investments available in the plan. Transamerica Life Insurance Company Home Office: 4333 Edgewood Road NE Cedar Rapids, IA 52499 . Do you need to make some changes to your account? Transamerica is here to help. Date of Name Change (mm/dd/yyyy) Get and Sign Transamerica Forms Printable #: Employer Name 2. Insured Name: _____ Policy Owner Name . Open it up with cloud-based editor and begin altering. ICC18 M-SU-MU12IC-R1118 Page 2 of 7 3 Non-Underwritten . . Page 1 BENCH201 Beneficiary Change Form Transamerica Financial Life Insurance Company Home Office: Harrison, New York Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Home Office: 4333 Edgewood Road NE, Cedar Rapids, IA 52499 Owner Address City/State/Zip If a beneficiary is named as irrevocable, the beneficiary designa-tion cannot be changed without the consent of the irrevocable beneficiary. Transamerica Premier Life Insurance Company Home Office: 4333 Edgewood Road NE, Cedar Rapids, IA 52499 Section 1: Policy Information *Please also provide a physical address if changing your address to a PO Box. 7) PIN Change This option allows user to change their PIN to a new four-digit number. Box 8063 Little Rock, AR 72203-8063 Phone: (888) 763-7474 NEW NAME My name has been changed to that given below and I authorize you to use the new name hereafter. Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); and Transamerica Casualty Insurance Company, Cedar Rapids, IA. Return Completed Form To: Transamerica Worksite Marketing P.O. Customize your document by using the toolbar on the top. Securities and investment advisory services offered by Transamerica Financial Advisors, Inc., a broker-dealer, member of FINRA, SIPC and a Registered Investment Adviser. Please fill-in and print the form, obtain all required signatures and fax or mail the form to our office. Download your completed form and share it as you needed. Decide on what kind of signature to create. Page 1 of 4 81603538 05/15 marriage certificate or court order). Investment advisory services focused on the unique needs of individual retirees, retirement plans, and their participants offered by Transamerica Retirement Advisors, LLC, a . Make sure the info you add to the Address Change Form - Transamerica Life Canada is updated and accurate. Reach out. . Change name of Insured Owner Payor Beneficiary From To Reason for Change Marriage*** Divorce Correction Other 3. How to Edit and fill out Transamerica Beneficiary Change Online. marriage certificate or court order). The Investor First℠ Process is our ongoing commitment to making sure you have access to the investments you deserve from some of the best asset managers in the industry. Change Form. We are also one of the first financial services companies to recognize the connection between wealth and health. Footer Social. Forms; Why Transamerica? Warning: Misuse of Transamerica name in fraud schemes. Company Overview. Click Done after twice-checking everything. Warning: Misuse of Transamerica name in fraud schemes. We've provided a link for each question and you'll find the forms on each of the corresponding pages. Transamerica Premier Life Insurance Company Transaction Form Administrative Office located at: 4333 Edgewood Road NE Cedar Rapids, Iowa 52499-0001 . There's everything you'll need for submitting and maintaining business, searchable by keyword. Title First Name . Transamerica is here to help. Find all of the forms you'll need for investments, in one convenient spot. Ownership change form for both new policies . Change Form. This process only applies to funds advised by Transamerica Asset Management, Inc. (TAM) and not to non-proprietary funds. Transamerica Life Insurance Company.. Email Forms Description Form Number Same Sex Civil Union and Domestic Partnership Disclosure Same Sex Civil Union and Domestic Partnership Disclosure Must be provided to the client at issue. Non-U.S.Citizen/Entity* (Country_____ ) * Not providing citizenship may delay processing. NE, Cedar Rapids, IA 52499 NMADD-CSKC 02/14 REV 10/15 Address/Legal Name Change Form Beneficiary Change Form. Choose My Signature. Since 1906, Transamerica has been built on the idea that financial security should be available to everyone. My name has been changed by: (Check appropriate box below) Marriage* Divorce* Adoption* Court Order* Other* If other, please explain . Transamerica Life Insurance Company The following Transamerica Companies utilize this form: Transamerica Advisor Life Insurance Company Transamerica Premier Life Insurance Company Transamerica Financial Life Insurance Company * 4333 Edgewood Rd NE, Cedar Rapids, IA 52499 7 Fax: (877) 355-4385 7 Website: www.transamerica.com TRUST-OWNED .. For 19 years, World Financial Group, a Transamerica company, has helped countless individuals and families find financial security through our life insurance, .. Home Office: Harrison, New York. Customize the template with smart fillable fields. Middle Name. Beneficiary Change Form Transamerica Financial Life Insurance Company Home Office: Harrison, New York Transamerica Life Insurance Company Transamerica Premier Life Insurance Company Home Office: 4333 Edgewood Road NE, Cedar Rapids, IA 52499 Policy Number(s) Owner Address City/State/Zip Check out how easy it is to complete and eSign documents online using fillable templates and a powerful editor. Be sure to show the Policy Number and Insured's Name at the top of this form. your tax and/or legal counsel prior to requesting any ownership change. Preview 800-235-4782. Transamerica Life Insurance Company Rev 0122. Misuse of Transamerica name in fraud schemes. Servicing Agent Signature Agent Number Date Change of Servicing Agent Authorization Form Please accept this as my request to change my servicing agent: . Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); and Transamerica Casualty Insurance Company, Cedar Rapids, IA. Wait until Transamerica Beneficiary Change is ready. Beneficiary Change Form Transamerica Corporation. Leave this field blank. Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica . Name Change - Attach legal document evidencing the name change (e.g. Use a separate form for each Policy. Add the day/time and place your electronic signature. Get everything done in minutes. Name Changes ¨ Change name of: o Insured o Owner (First) (Middle) (First) (Middle) (Last) (Last) SD #: o Payor o Beneficiary From _____ To _____ (Former Name - Please Print) (New Name - Please Print) Reason for Change: o Marriage o Divorce o Correction o Other _____ (If other . There are three variants; a typed, drawn or uploaded signature. Fill out each fillable field. 3. Wait until Transamerica Beneficiary Change is ready. If additional space is required, please attach a separate page (including Policy Number, Date Signed, and Owner's Signature.) Beneficiary Change Form Transamerica Financial Life Insurance Company Home Office: Harrison, New York . Do not send the Policy. Policy Owner Changes . Change Form. Corporate Name Change (include copy of Board resolution and Entity Certification form) Other (Please specify below and include appropriate legal documentation or court order) _____ If this form is recorded by the Company, such recording does not mean that the Company has passed on the legal adequacy or validity of the change. It's valid in all 50 states and territories, as well Puerto Rico and the District of Columbia. Non-U.S.Citizen/Entity* (Country_____ ) * Not providing citizenship may delay processing. Read the following instructions to use CocoDoc to start editing and filling in your Transamerica Beneficiary Change: First of all, seek the "Get Form" button and tap it. If you don't have it, click here . Choose My Signature. Follow the step-by-step instructions below to eSign your transamerica 401k distribution request form: Select the document you want to sign and click Upload. Transamerica News; Our Purpose; Leadership; History; Security; . Once the Beneficiary Designation has been recorded, a copy will be sent as confirmation of the . Follow the step-by-step instructions below to design your transamerica forms to print: Select the document you want to sign and click Upload. Monday through Friday 8 a.m. - 7 p.m. Central Time. Employer Name 2. . Create your signature and click Ok. Press Done. Instructions Be sure to show the Policy Number and Insured's Name at the top of this form. If the Return Completed Forms to: Transamerica Employee Benefits Administrative Office P.O. to the name of the beneficiary on the form. Whether you need to update your beneficiary information, set up an automatic withdrawal from your bank account, or change the name on your policy or contract, all the information you need is available on your MyTransamerica account. 81604953_1114 403 (b) (7) Transfer Request Form First and Last Name. Name Change - Attach legal document evidencing the name change (e.g. TAM is an SEC-registered investment adviser. A Trustee Certification Form and a copy of a Corporate Resolution, if applicable, for a corporate trustee, must be on file or included with this Beneficiary Change Form. Click the Get Form option to begin modifying. Get Form The irrevocable beneficiary may Beneficiary Change Form Transamerica Financial Life Insurance Company Home Office: Harrison, New York . Skip to main content . Read more. Restate the entire designation, even if only changing a part of the designation. A Trustee Certification Form and a copy of a Corporate Resolution, if applicable, for a corporate trustee, must be on file or included with this Beneficiary Change Form. TRUST-OWNED POLICIES: The complete name and date of the trust should be listed in Section 1.