Transamerica Annuity Distribution Form

The Transamerica Advisory Annuity is a direct response variable annuity that cannot be purchased based on the advice or recommendation of Transamerica or other financial professionals.

Transamerica annuity distribution form. Your signature is required in Section I. Your outstanding loan balance will be defaulted and become taxable to you if the loan payoff is not processed prior to receiving a completed Distribution Form. To access the various service forms for your account simply login.

If the Plan offers annuities as a form of benefit payment I elect payment as a monthly annuity with payments to By signing below I hereby authorize Transamerica to process the distribution described in this form. 877 355-4385 7 Website. By signing this form I acknowledge that I have read the information on this form and that I understand any distributions requested will.

877 355-4385 7 Website. Transamerica Financial Life Insurance Company 1035 Exchange Rollover or Transfer Request Form 4333 Edgewood Rd NE Cedar Rapids IA 52499 7 Fax. 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. Additional Replacement Company Information. Use this form only to request your Required Minimum 1Distribution RMD Transamerica Retirement Services will send an annual mailing to the plan administrator indicating which Pension and Annuity Income.

Unless that distribution is in the form of a joint and survivor annuity. A signature guarantee is required for distributions of 150000 or more 4. Get And Sign Transamerica Annuity Withdrawal Form.

If you would like to utilize the Forms Wizard please be sure that the radio button shown below is set to Yes The Transamerica Distribution Form Wizard is available when you opt to show all forms to Participants. Responsible for any taxes and penalties that may result from this distribution and I release the Company from any responsibility or liability thereof. Required Minimum Distribution Form.