Transamerica Life Insurance Co - Annuity Online Forms Library

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Transamerica Life Insurance Co - Annuity
Capital Builder Fixed Annuity Application - STD
This application must be completed to open a Capital Builder Fixed Annuity in all states except AZ, CA, CT, DC, DE, FL, ND, NY, SD, and WA.
Lit No: 81604795
Revised: 05/01/2014
Form ID: 10147
Publish: 05/01/2014
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Fixed Annuity Application - FL
This application must be completed to open a Capital Builder Fixed Annuity in Florida
Lit No: 81604912
Revised: 05/01/2014
Form ID: 10148
Publish: 05/05/2014
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - FL (Internal Replacement)
This form must be completed at time of application when having an internal replacement in Florida.
Lit No: 81601221
Revised: 02/01/2010
Form ID: 10151
Publish: 03/01/2010
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - FL (External Replacement)
This form must be completed at time of application when having an external replacement in Florida.
Lit No: 81601220
Revised: 02/01/2010
Form ID: 10152
Publish: 03/01/2010
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - STD
This form must be completed at time of application when having a replacement in AK,AL,AZ,CO,HI,IA,KY,LA,MD,ME,MO,MS,MT,NC,NE,NH,NJ,NM,OH,OR,RI,SC,SD,TN,UT,VA,VT,WI or WV.
Lit No: 81602344
Revised: 11/01/2011
Form ID: 10153
Publish: 12/16/2011
Details
Transamerica Life Insurance Co - Annuity
Annuity Policy Change Form
This form is used to make changes on an existing annuity
Lit No: 81603538
Revised: 05/01/2018
Form ID: 10155
Publish: 05/10/2018
Details
Transamerica Life Insurance Co - Annuity
Trustee Certification of Trust Document
This form must be completed at time of application when a Trust is named as Owner or Beneficiary.
Lit No: 81604938
Revised: 05/01/2015
Form ID: 10181
Publish: 04/30/2015
Details
Transamerica Life Insurance Co - Annuity
Annuitization Request Form - Fixed Payout
This form is used to request an annuitization with a fixed payout
Lit No: 81604442
Revised: 02/01/2018
Form ID: 10183
Publish: 04/11/2018
Details
Transamerica Life Insurance Co - Annuity
Owner Death Verification
This form is needed to report the death of an owner on an annuity
Lit No: 81604488
Revised: 05/01/2015
Form ID: 12687
Publish: 04/30/2015
Details
Transamerica Life Insurance Co - Annuity
5 for Life, 5 for Life w/Growth Service Form
This form is needed to elect or make changes to the 5 for Life Rider on an existing annuity
Lit No: 81601911
Revised: 12/01/2017
Form ID: 12688
Publish: 01/31/2018
Details
Transamerica Life Insurance Co - Annuity
Guaranteed Principal Solution Service
This form is needed to make changes to the GPS Rider on an existing annuity
Lit No: 81604768
Revised: 05/01/2015
Form ID: 12692
Publish: 04/30/2015
Details
Transamerica Life Insurance Co - Annuity
Income Select for Life Service
This form is needed to make changes to the Income Select for Life Rider on an existing annuity
Lit No: 81601941
Revised: 12/01/2017
Form ID: 12694
Publish: 01/31/2018
Details
Transamerica Life Insurance Co - Annuity
Systematic Payout Option - Fixed & Variable
This form is need to request a systematic payout of an annuity
Lit No: 81604793
Revised: 12/01/2015
Form ID: 14797
Publish: 05/16/2016
Details
Transamerica Life Insurance Co - Annuity
Annuity Distribution Form
Use this form to request a distribution from an annuity.
Lit No: 81604792
Revised: 12/01/2015
Form ID: 14798
Publish: 05/16/2016
Details
Transamerica Life Insurance Co - Annuity
Annuitization Request Form - Variable Payout
This form is used to request an annuitization with a variable or combination payout
Lit No: 81603555
Revised: 02/01/2018
Form ID: 14799
Publish: 04/11/2018
Details
Transamerica Life Insurance Co - Annuity
Buyers Guide to Fixed Deferred Annuities - STD
This form must be given at time of application in AK, AR, AZ, HI, MT, NC, ND, NH, NM, NV, OR, SC, or VT for any Fixed Annuity product
Lit No: 81311960
Revised: 01/01/2015
Form ID: 15214
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
Preliminary Contract Summary - WI
This form must be given at time of application in Wisconsin for the Capital Builder product
Lit No: SBA870W
Revised: 01/01/1900
Form ID: 15246
Publish: 12/02/2007
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - AR
This form must be completed at time of application when having a replacement in Arkansas
Lit No: ARRECOMP
Revised: 11/01/2011
Form ID: 15252
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - CA
This form must be completed at time of application when having a replacement in California
Lit No: LRep-CA
Revised: 09/01/2017
Form ID: 15253
Publish: 01/24/2018
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - DE
This form must be completed at time of application when having a replacement in Delaware
Lit No: 81601736
Revised: 01/01/2008
Form ID: 15254
Publish: 03/03/2008
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - GA
This form must be completed at time of application when having a replacement in Georgia
Lit No: TLICGARE
Revised: 07/01/2009
Form ID: 15255
Publish: 07/24/2009
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - ID
This form must be completed at time of application when having a replacement in Idaho
Lit No: 81601737
Revised: 01/01/2008
Form ID: 15256
Publish: 03/03/2008
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - IL
This form must be completed at time of application when having a replacement in Illinois
Lit No: ILSTREPL
Revised: 04/01/2008
Form ID: 15257
Publish: 04/27/2009
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - IN
This form must be completed at time of application when having a replacement in Indiana
Lit No: 81601738
Revised: 03/01/2008
Form ID: 15258
Publish: 02/12/2010
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - KS
This form must be completed at time of application when having a replacement in Kansas
Lit No: 81601371
Revised: 06/01/2007
Form ID: 15259
Publish: 03/03/2008
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - MA
This form must be completed at time of application when having a replacement in Massachusetts
Lit No: 81601380
Revised: 07/01/2009
Form ID: 15260
Publish: 07/24/2009
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - MN
This form must be completed at time of application when having a replacement in Minnesota
Lit No: 81601741
Revised: 04/01/2010
Form ID: 15263
Publish: 05/05/2010
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - OK
This form must be completed at time of application when having a replacement in Oklahoma
Lit No: 81601743
Revised: 08/01/2009
Form ID: 15267
Publish: 08/26/2009
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - PA
This form must be completed at time of application when having a replacement in Pennsylvania
Lit No: 81601412
Revised: 07/01/2007
Form ID: 15268
Publish: 12/06/2007
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - WA
This form must be completed at time of application when having a replacement in Washington
Lit No: 81601214
Revised: 05/01/2007
Form ID: 15273
Publish: 12/06/2007
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - WY
This form must be completed at time of application when having a replacement in Wyoming
Lit No: 81604596
Revised: 05/01/2013
Form ID: 15275
Publish: 11/01/2013
Details
Transamerica Life Insurance Co - Annuity
SPDA Disclosure - KS
This form must be completed at time of application in Kansas for any Fixed Annuity product
Lit No: 81601369
Revised: 06/01/2007
Form ID: 15276
Publish: 12/02/2007
Details
Transamerica Life Insurance Co - Annuity
Variable Suitability Questionnaire - NC
This form must be completed at time of application in North Carolina for any Variable Annuity product
Lit No: 81601240
Revised: 01/01/2008
Form ID: 15282
Publish: 04/27/2009
Details
Transamerica Life Insurance Co - Annuity
TA Guaranteed Lifetime Income Rider Withdrawal
This form is needed to take a withdrawal under the Transamerica Guaranteed Lifetime Income Rider.
Lit No: 81604747
Revised: 06/01/2016
Form ID: 15801
Publish: 01/06/2017
Details
Transamerica Life Insurance Co - Annuity
Guaranteed Lifetime Income Service Form
This form is needed to elect or make changes to the Transamerica Guaranteed Lifetime Income Rider on an existing annuity.
Lit No: 81604767
Revised: 05/01/2014
Form ID: 15802
Publish: 04/30/2014
Details
Transamerica Life Insurance Co - Annuity
Buyers Guide to Fixed Deferred Annuities - KY
This form must be given at time of application in KY for any Fixed Annuity product
Lit No: KY BUYERS
Revised: 07/01/2011
Form ID: 16331
Publish: 02/21/2012
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - TX
This form must be completed at time of application when having a replacement in Texas
Lit No: 81605030
Revised: 05/01/2015
Form ID: 18006
Publish: 07/15/2015
Details
Transamerica Life Insurance Co - Annuity
Replacement Form - NV
This form must be completed at time of application when having a replacement in Nevada
Lit No: 81601906
Revised: 03/01/2012
Form ID: 18007
Publish: 04/30/2012
Details
Transamerica Life Insurance Co - Annuity
Principium III Variable Annuity Application - NY
This application must be completed to open an Principium III Variable Annuity in New York
Lit No: 81605256
Revised: 07/01/2018
Form ID: 18030
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Principium III Variable Annuity Application - CA
This application must be completed to open a Principium III Variable Annuity in California
Lit No: 81605189
Revised: 07/01/2018
Form ID: 18031
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Transfer Disclosure Acknowledgement VA to FA
This form is used for an internal transfer of a Variable Annuity to a Fixed Annuity
Lit No: 81602294
Revised: 01/01/2016
Form ID: 18576
Publish: 05/16/2016
Details
Transamerica Life Insurance Co - Annuity
Transfer Disclosure Acknowledgement VA to VA
This form is used for an internal transfer of a Variable Annuity to a Variable Annuity
Lit No: 81602273
Revised: 01/01/2016
Form ID: 18582
Publish: 05/16/2016
Details
Transamerica Life Insurance Co - Annuity
Transfer Disclosure Acknowledgement FA to FA
This form is used for an internal transfer of a Fixed Annuity to a Fixed Annuity
Lit No: 81602295
Revised: 01/01/2016
Form ID: 18583
Publish: 05/16/2016
Details
Transamerica Life Insurance Co - Annuity
Transfer Disclosure Acknowledgement FA to VA
This form is used for an internal transfer of a Fixed Annuity to a Variable Annuity
Lit No: 81602296
Revised: 01/01/2016
Form ID: 18589
Publish: 05/16/2016
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Fixed Annuity Application - NIC
This application must be completed to open a Capital Builder Fixed Annuity in CA, CT, DC, DE, ND and SD
Lit No: 81604796
Revised: 05/01/2014
Form ID: 19345
Publish: 05/05/2014
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Fixed Annuity Application - AZ
This application must be completed to open a Capital Builder Fixed Annuity in Arizona
Lit No: 81604797
Revised: 05/01/2014
Form ID: 19346
Publish: 05/05/2014
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Application - NY
This application must be completed to open a Personal Income Annuity in New York
Lit No: 81604192
Revised: 06/01/2012
Form ID: 19347
Publish: 11/01/2013
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Application - STD
This application must be completed to open a Personal Income Annuity in all states except AZ, FL, MD, NY, OR and VA.
Lit No: 81603022
Revised: 08/01/2012
Form ID: 19348
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Application - FL
This application must be completed to open a Personal Income Annuity in Florida
Lit No: 81603129
Revised: 01/01/2010
Form ID: 19349
Publish: 06/10/2010
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Application - OR
This application must be completed to open a Personal Income Annuity in Oregon
Lit No: 81603130
Revised: 01/01/2010
Form ID: 19350
Publish: 06/04/2010
Details
Transamerica Life Insurance Co - Annuity
RIC Service - Principium II, Principium III
This form is needed to elect or make changes to the Retirement Income Choice Rider on an existing Principium II or Principium III Variable Annuity
Lit No: 81602522
Revised: 05/01/2018
Form ID: 22070
Publish: 04/30/2018
Details
Transamerica Life Insurance Co - Annuity
Replacement Comparison Worksheet - NV
This form must be used when replacing an annuity in the state of Nevada
Lit No: 81602616
Revised: 06/01/2009
Form ID: 22071
Publish: 07/24/2009
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Annuity Disclosure - MO
This form must be given at point of sale in Missouri for the Capital Builder product
Lit No: 81602897(MO)
Revised: 05/01/2011
Form ID: 23438
Publish: 05/02/2011
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Annuity Disclosure - OR
This form must be given at point of sale in Oregon for the Capital Builder product
Lit No: 81602897(OR)
Revised: 05/01/2011
Form ID: 23439
Publish: 05/02/2011
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Annuity Disclosure - STD
This form must be given at point of sale for the Capital Builder product in AL, AZ, CO, HI, IA, KY, ME, MT, NV, NM, NC, OH, OK, RI, SC, TX, UT and WV
Lit No: 81602897
Revised: 05/01/2011
Form ID: 23440
Publish: 05/02/2011
Details
Transamerica Life Insurance Co - Annuity
Certain and Life Benefit Disclosure - NY
For use with the Personal Income Annuity in New York
Lit No: 81600488
Revised: 09/01/2006
Form ID: 23441
Publish: 02/12/2010
Details
Transamerica Life Insurance Co - Annuity
Disclosure and Comparison of Ann Contracts - FL
This form must be completed for fixed annuity sales in the state of Florida
Lit No: DFS-H1-1981
Revised: 10/21/2014
Form ID: 23442
Publish: 10/09/2014
Details
Transamerica Life Insurance Co - Annuity
Guaranteed Lifetime WD Benefit Disclosure - PA
This form must be completed at time of application in Pennsylvania for any Variable Annuity product with the Retirement Income Choice Rider
Lit No: PA RIC DISCLOSURE
Revised: 05/01/2016
Form ID: 23447
Publish: 05/16/2016
Details
Transamerica Life Insurance Co - Annuity
Life Only Benefit Disclosure - NY
For use with the Personal Income Annuity in New York
Lit No: 81600489
Revised: 09/01/2006
Form ID: 23448
Publish: 02/12/2010
Details
Transamerica Life Insurance Co - Annuity
Military Sales Practice
This form must be completed at time of application for any sale to military personnel.
Lit No: 81602114
Revised: 02/01/2015
Form ID: 23449
Publish: 05/16/2016
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Disclosure - OR
This form must be given at point of sale in Oregon for the Personal income Annuity product
Lit No: 81602936(OR)
Revised: 05/01/2011
Form ID: 23451
Publish: 05/02/2011
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Disclosure - STD
This form must be given at point of sale for the Personal Income Annuity product in AL, AZ, CO, HI, IA, KY, ME, MO, MT, NV, NM, NC, OH, OK, RI, SC, TX, UT and WV
Lit No: 81602936
Revised: 05/01/2011
Form ID: 23452
Publish: 05/02/2011
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Application - VA
This application must be completed to open a Personal Income Annuity in Virginia
Lit No: 81603131
Revised: 01/01/2010
Form ID: 23453
Publish: 06/10/2010
Details
Transamerica Life Insurance Co - Annuity
Point of Sale Illustration - Capital Builder - CT
This form must be given at time of application for the Capital Builder product in the state of Connecticut.
Lit No: CT_CapitalBuilderPOS
Revised: 01/01/2006
Form ID: 23455
Publish: 02/12/2010
Details
Transamerica Life Insurance Co - Annuity
Regulation 60 Replacement Forms Booklet - NY
These forms must be completed for a replacement in New York
Lit No: 81602332
Revised: 06/01/2015
Form ID: 23462
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Annuity Disclosure - AK, AR
This form must be given at point of sale for the Capital Builder product in AK and AR.
Lit No: 81602897(A)
Revised: 05/01/2011
Form ID: 23565
Publish: 05/02/2011
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Disclosure - AK, AR
This form must be given at point of sale for the Personal income Annuity product in AK and AR.
Lit No: 81602936(A)
Revised: 05/01/2011
Form ID: 23567
Publish: 05/02/2011
Details
Transamerica Life Insurance Co - Annuity
Enhanced Due Dilligence Questionnaire - Fixed
This form must be completed prior to sale for fixed annuities with a high dollar amount
Lit No: 81602620
Revised: 02/01/2015
Form ID: 24280
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
Enhanced Due Dilligence Questionnaire - Variable
This form must be completed prior to sale for variable annuities with a high dollar amount
Lit No: 81602333
Revised: 02/01/2015
Form ID: 24281
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Application - AZ
This application must be completed to open a Personal Income Annuity in Arizona
Lit No: 81603127
Revised: 01/01/2010
Form ID: 24624
Publish: 06/10/2010
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Annuity Disclosure - ID
This form must be given at point of sale in Idaho for the Capital Builder product
Lit No: 81602897(ID)
Revised: 05/01/2011
Form ID: 25064
Publish: 05/02/2011
Details
Transamerica Life Insurance Co - Annuity
Income Link Service Form (TFLIC) - NY
This form is needed to elect or make changes to the Income Link Rider on an existing annuity
Lit No: 81603318
Revised: 12/01/2017
Form ID: 25070
Publish: 01/31/2018
Details
Transamerica Life Insurance Co - Annuity
Income Link Service Form (TLIC) - STD
This form is needed to make changes to the Income Link Rider on an existing annuity.
Lit No: 81602970
Revised: 12/01/2017
Form ID: 25071
Publish: 01/31/2018
Details
Transamerica Life Insurance Co - Annuity
Income Link Rider Withdrawal
This form is needed to take a withdrawal under the Income Link Rider
Lit No: 81604749
Revised: 12/01/2015
Form ID: 25072
Publish: 05/16/2016
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Disclosure - ID
This form must be given at point of sale in Idaho for the Personal income Annuity product
Lit No: 81602936(ID)
Revised: 05/01/2011
Form ID: 25073
Publish: 05/02/2011
Details
Transamerica Life Insurance Co - Annuity
Retirement Income Max Service (TLIC)
This form is needed to elect or make changes to the Retirement Income Choice Rider on an existing Principium II or Principium III Variable Annuity
Lit No: 81603522
Revised: 05/01/2018
Form ID: 26191
Publish: 04/30/2018
Details
Transamerica Life Insurance Co - Annuity
Retirement Income Max Service - Principium II, III
This form is needed to make changes to the Retirement Income Max Rider on an existing annuity
Lit No: 81603523
Revised: 05/01/2018
Form ID: 26192
Publish: 04/30/2018
Details
Transamerica Life Insurance Co - Annuity
Fixed Electronic Submission
This form is used for ELECTRONIC TRANSACTIONS ONLY in all states except CT, DC, MI, ND, SD and VA
Lit No: 81604886
Revised: 08/01/2016
Form ID: 27048
Publish: 11/11/2016
Details
Transamerica Life Insurance Co - Annuity
Variable Electronic Submission - VA
This form is used for ELECTRONIC TRANSACTIONS ONLY in Virginia
Lit No: 81605138
Revised: 08/01/2016
Form ID: 27651
Publish: 11/11/2016
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Annuity Disclosure - NJ
This form must be given at point of sale in New Jersey for the Capital Builder product
Lit No: 81602897(NJ)
Revised: 06/01/2011
Form ID: 28256
Publish: 02/21/2012
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Disclosure - NJ
This form must be given at point of sale in New Jersey for the Personal Income Annuity product
Lit No: 81602936(NJ)
Revised: 06/01/2011
Form ID: 28257
Publish: 02/21/2012
Details
Transamerica Life Insurance Co - Annuity
Non-Qualified Individual Annuity Claimant's Sttmnt
This form is used at time of claim on deferred annuity policies when the beneficiary is the spouse of the deceased.
Lit No: 81605058
Revised: 08/17/2017
Form ID: 28258
Publish: 10/12/2017
Details
Transamerica Life Insurance Co - Annuity
Qualified Annuity Claimant's Statement
This form is used at time of claim on deferred annuity policies when the beneficiary is not the spouse of the deceased.
Lit No: 81605059
Revised: 08/17/2017
Form ID: 28259
Publish: 10/12/2017
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification and Acknowledgement
FOR USE WITH QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans
Lit No: 81603856
Revised: 05/01/2015
Form ID: 28260
Publish: 04/30/2015
Details
Transamerica Life Insurance Co - Annuity
Authorized Representative Certification of Entity
Document and Entity Powers. FOR USE WITH QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application when an Entity is named as an Owner or as a Beneficiary
Lit No: 81604939
Revised: 05/01/2015
Form ID: 28262
Publish: 04/30/2015
Details
Transamerica Life Insurance Co - Annuity
RIC Service - Advisor Elite, Advisor Elite II
This form is needed to elect or make changes to the Retirement Income Choice Rider on an existing Advisor Elite and Advisor Elite II Variable Annuity
Lit No: 81603558
Revised: 07/01/2018
Form ID: 30229
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Principium III Variable Annuity Application - NIC
This application must be completed to open an Principium III Variable Annuity in DC, DE, NC, ND and SD
Lit No: 81605192
Revised: 07/01/2018
Form ID: 32341
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Principium III Variable Annuity Application - STD
This application must be completed to open an Principium III Variable Annuity in all states except CA, CT, DC, DE, FL, NC, ND, NY, SD, and WA
Lit No: 81605191
Revised: 07/01/2018
Form ID: 32342
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Principium III Variable Annuity Application - WA
This application must be completed to open an Principium III Variable Annuity in Washington
Lit No: 81605191
Revised: 07/01/2018
Form ID: 32343
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
RIC Service - Variable Annuity Series, Axiom II
This form is needed to elect or make changes to the Retirement Income Choice Rider on an existing Transamerica Variable Annuity Series or Axiom II Annuity
Lit No: 81604549
Revised: 07/01/2018
Form ID: 32345
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Trust/Estate/Entity/Qual Plan Claimant's Statement
This form is used at time of claim on deferred annuity policies when the beneficiary is a Trust, Estate, Entity, or Qualified Plan.
Lit No: 81604753
Revised: 05/01/2015
Form ID: 32346
Publish: 04/30/2015
Details
Transamerica Life Insurance Co - Annuity
Variable Annuity Series Application - NIC
This application must be completed to open a Transamerica Variable Annuity Series Annuity Variable Annuity in DC, DE, ND and SD
Lit No: 81605070
Revised: 07/01/2018
Form ID: 32348
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Variable Annuity Series Application - NY
This application must be completed to open an Transamerica Variable Annuity Series Annuity in New York
Lit No: 81605251
Revised: 07/01/2018
Form ID: 32349
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Variable Annuity Series Application - STD
This application must be completed to open an Transamerica Variable Annuity Series Annuity in all states except CA, CT, DC, DE, FL, NC, ND, NY, SD, and WA
Lit No: 81605069
Revised: 07/01/2018
Form ID: 32350
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Variable Annuity Series Application - WA
This application must be completed to open an Transamerica Variable Annuity Series Annuity in Washington
Lit No: 81605069
Revised: 07/01/2018
Form ID: 32351
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Application - MD
Personal Income Annuity Application - MD
Lit No: 81604433
Revised: 01/01/2013
Form ID: 34536
Publish: 11/01/2013
Details
Transamerica Life Insurance Co - Annuity
Replacement Comparison Worksheet - RI
Replacement Comparison Worksheet - RI
Lit No: 81604670
Revised: 06/01/2013
Form ID: 34538
Publish: 11/01/2013
Details
Transamerica Life Insurance Co - Annuity
Variable Annuity Series Application - CA
This application must be completed to open a Transamerica Variable Annuity Series Annuity in California
Lit No: 81605139
Revised: 07/01/2018
Form ID: 34539
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
NAIC Buyer's Guide for Deferred Annuities - STD
This form must be given at time of application in AL, CO, GA, FL, IA, ME, MO, NH, OH, RI, TX, WI and WV for any Annuity product
Lit No: 2014 NAIC Buyers Guide
Revised: 01/01/2015
Form ID: 36452
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
Additional Beneficiary Form
This form is used at time of application to add beneficiaries
Lit No: 81604888
Revised: 02/01/2015
Form ID: 36453
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
1035 Exchange, Rollover or Transfer Request
This form is used for full or partial 1035 Exchanges, Direct Rollover or Transfers, Mutual Fund or CD Redemptions
Lit No: 81604671
Revised: 10/01/2016
Form ID: 36454
Publish: 10/06/2016
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Fixed Annuity Application - WA
This application must be completed to open a Capital Builder Fixed Annuity in Washington
Lit No: 81604810
Revised: 05/01/2014
Form ID: 36455
Publish: 05/05/2014
Details
Transamerica Life Insurance Co - Annuity
Variable Annuity Series Application - FL
This application must be completed to open an Transamerica Variable Annuity Series Annuity in Florida
Lit No: 81605071
Revised: 07/01/2018
Form ID: 36456
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Principium III Variable Annuity Application - FL
This application must be completed to open a Principium III Variable Annuity in Florida
Lit No: 81605193
Revised: 07/01/2018
Form ID: 36457
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
NAIC Buyer's Guide Deferred Annuities- STD (FIXED)
This form must be given at time of application in NJ, OK and UT for any Fixed Annuity product
Lit No: 2014 NAIC Buyers Guide FIXED
Revised: 01/01/2015
Form ID: 37032
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
Marital Property Release - WI
This form is required in Wisconsin when a married annuity owner's spouse is not the beneficiary
Lit No: 81601416
Revised: 05/01/2015
Form ID: 38225
Publish: 04/30/2015
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Premium Enhancement Disclosure - P
This form must be given to the applicant at Point of Sale for Capital Builder policies sold in PA
Lit No: 81600788
Revised: 01/01/2010
Form ID: 38226
Publish: 09/30/2014
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - Principium III - NY
FOR USE WITH PRINCIPIUM III QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in New York
Lit No: 81604586
Revised: 07/01/2018
Form ID: 38349
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - Principium III
FOR USE WITH PRINCIPIUM III QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in all states except NY
Lit No: 81604585
Revised: 07/01/2018
Form ID: 38350
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - Capital Builder
FOR USE WITH CAPITAL BUILDER QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in all states
Lit No: 81604065
Revised: 11/01/2013
Form ID: 38352
Publish: 09/30/2014
Details
Transamerica Life Insurance Co - Annuity
New Annuity Premium Receipt - AL
This form is used with new sales in Alabama
Lit No: 81603347
Revised: 02/01/2015
Form ID: 38353
Publish: 08/07/2015
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - C-Share NY
FOR USE WITH TRANSAMERICA C-SHARE QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in New York
Lit No: 81604605
Revised: 07/01/2018
Form ID: 38535
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - B-Share NY
FOR USE WITH TRANSAMERICA B-SHARE QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in New York
Lit No: 81604599
Revised: 07/01/2018
Form ID: 38536
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Marital Property Release - Multi
This form is required when a married annuity owner's spouse is not the beneficiary
Lit No: 81602895
Revised: 05/01/2015
Form ID: 41025
Publish: 04/30/2015
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - B-Share
FOR USE WITH TRANSAMERICA B-SHARE QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in all states but NY
Lit No: 81604598
Revised: 07/01/2018
Form ID: 41026
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - C-Share
FOR USE WITH TRANSAMERICA C-SHARE QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in all states but NY
Lit No: 81604604
Revised: 07/01/2018
Form ID: 41027
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - X-Share
FOR USE WITH TRANSAMERICA X-SHARE QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in all states but NY
Lit No: 81604616
Revised: 07/01/2018
Form ID: 41029
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - X-Share - NY
FOR USE WITH TRANSAMERICA X-SHARE QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in New York
Lit No: 81604617
Revised: 07/01/2018
Form ID: 41030
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Guaranty Association Notice - MN
This form must be given at point of sale for all policies sold in the state on Minnesota.
Lit No: MN-TLIC1109
Revised: 11/01/2009
Form ID: 50697
Publish: 09/14/2016
Details
Transamerica Life Insurance Co - Annuity
Variable Annuity Series Application - NC
This application must be completed to open an Transamerica Variable Annuity Series Annuity in North Carolina
Lit No: 81605144
Revised: 07/01/2018
Form ID: 51837
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Axiom II Variable Annuity Application - CW
This applications must completed to open an Axiom II Variable Annuity is all States exceept CA, CT, DC, DE, FL, NC, ND, NY, SD and WA
Lit No: 81605102
Revised: 07/01/2018
Form ID: 54639
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Axiom II Variable Annuity Application - CA
This application must be completed to open an Axiom II Variable Annuity in California
Lit No: 81605141
Revised: 07/01/2018
Form ID: 54640
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Axiom II Variable Annuity Application - FL
This application must be completed to open an Axiom II Variable Annuity in Florida
Lit No: 81605104
Revised: 07/01/2018
Form ID: 54641
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Axiom II Variable Annuity Application - NIC
This application must be completed to open an Axiom II Variable Annuity in DC, DE, ND and SD
Lit No: 81605103
Revised: 07/01/2018
Form ID: 54642
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Axiom II Variable Annuity Application - NY
This application must be completed to open an Axiom II Variable Annuity in New York (Non TIE Rider)
Lit No: 81605252
Revised: 07/01/2018
Form ID: 54643
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Axiom II Variable Annuity Application - NY
This application must be completed to open an Axiom II Variable Annuity in New York with the TIE Rider.
Lit No: 81605106
Revised: 02/01/2017
Form ID: 54644
Publish: 03/02/2017
Details
Transamerica Life Insurance Co - Annuity
Axiom II Variable Annuity Application - NC
This application must be completed to open an Axiom II Variable Annuity in North Carolina.
Lit No: 81605146
Revised: 07/01/2018
Form ID: 54645
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Axiom II Variable Annuity Application - WA
This application must be completed to open an Axiom II Variable Annuity in Washington
Lit No: 81605102
Revised: 07/01/2018
Form ID: 54646
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Principium III Variable Annuity Application - NC
This application must be completed to open an Principium III Variable Annuity in North Carolina
Lit No: 81605196
Revised: 07/01/2018
Form ID: 55532
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Annuity Withdrawal
Lit No: 81605101
Revised: 06/01/2016
Form ID: 57959
Publish: 08/21/2017
Details
Transamerica Life Insurance Co - Annuity
Beneficiary Designation w/Restrictions Payout
Lit No: 81604539
Revised: 06/01/2015
Form ID: 58990
Publish: 10/30/2017
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Distribution Request
Lit No: 81604790
Revised: 12/01/2015
Form ID: 58991
Publish: 10/30/2017
Details
Transamerica Life Insurance Co - Annuity
Automatic Payment Authorization
Lit No: 81604402
Revised: 10/01/2017
Form ID: 59328
Publish: 11/20/2017
Details
Transamerica Life Insurance Co - Annuity
Secure Retirement Index Application - CW
Lit No: 81604729
Revised: 11/01/2016
Form ID: 59873
Publish: 12/21/2017
Details
Transamerica Life Insurance Co - Annuity
Secure Retirement Index Application - NIC
Lit No: 81604778
Revised: 11/01/2016
Form ID: 59874
Publish: 12/21/2017
Details
Transamerica Life Insurance Co - Annuity
Secure Retirement Index Application - FL
Lit No: 81604916
Revised: 11/01/2016
Form ID: 59875
Publish: 12/21/2017
Details
Transamerica Life Insurance Co - Annuity
Secure Retirement Index Application - CA
Lit No: 81604945
Revised: 11/01/2016
Form ID: 59876
Publish: 12/21/2017
Details
Transamerica Life Insurance Co - Annuity
Secure Retirement Index SOU - CW
Statement of Understanding
Lit No: ICC14 FIASOU0214
Revised: 01/01/2017
Form ID: 59877
Publish: 12/14/2017
Details
Transamerica Life Insurance Co - Annuity
Secure Retirement Index SOU - NJ
Statement of Understanding
Lit No: ICC14 FIASOU0214(NJ)(4)
Revised: 01/01/2017
Form ID: 59878
Publish: 12/14/2017
Details
Transamerica Life Insurance Co - Annuity
Replacement of Life Ins or Annuities - NH
Appendix C
Lit No: 81602337
Revised: 09/01/2008
Form ID: 60028
Publish: 12/15/2017
Details
Transamerica Life Insurance Co - Annuity
W-9
Lit No: 10231X
Revised: 11/01/2017
Form ID: 60029
Publish: 12/15/2017
Details
Transamerica Life Insurance Co - Annuity
W-8BEN Instructions
Lit No: 25576H
Revised: 07/01/2017
Form ID: 60030
Publish: 12/15/2017
Details
Transamerica Life Insurance Co - Annuity
W-8BEN
Lit No: W-8BEN
Revised: 07/01/2017
Form ID: 60031
Publish: 12/15/2017
Details
Transamerica Life Insurance Co - Annuity
Senior Sales Presentation Disclosure - CA
Lit No: CSSP0714
Revised: 10/01/2015
Form ID: 60375
Publish: 01/10/2018
Details
Transamerica Life Insurance Co - Annuity
Variable Annuity Series Application - CT
This application must be completed to open a Transamerica Variable Annuity Series Annuity Variable Annuity in DC, DE, ND and SD
Lit No: 81605070CT
Revised: 07/01/2018
Form ID: 61724
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Axiom II Variable Annuity Application - CT
This application must be completed to open an Axiom II Variable Annuity in DC, DE, ND and SD
Lit No: 81605103CT
Revised: 07/01/2018
Form ID: 61725
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Principium III Variable Annuity Application - CT
This application must be completed to open an Principium III Variable Annuity in DC, DE, NC, ND and SD
Lit No: 81605192CT
Revised: 07/01/2018
Form ID: 61726
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - Axiom II
FOR USE WITH TRANSAMERICAAXIOM II QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in all states but NY
Lit No: 81604567
Revised: 07/01/2018
Form ID: 61814
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Qualified Plan Certification - Axiom II NY
FOR USE WITH TRANSAMERICA AXIOM II QUALIFIED PLAN BUSINESS ONLY - This form must be completed at time of application for Qualified Plans in New York
Lit No: 81604568
Revised: 07/01/2018
Form ID: 61815
Publish: 06/29/2018
Details
Transamerica Life Insurance Co - Annuity
Personal Income Annuity Disclosure - NH
Lit No: 81605268NH
Revised: 07/01/2018
Form ID: 62989
Publish: 07/06/2018
Details
Transamerica Life Insurance Co - Annuity
Capital Builder Annuity Disclosure - OR
Lit No: 81605267NH
Revised: 07/01/2018
Form ID: 62990
Publish: 07/06/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat --NEW--
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 College Savings --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock --NEW--
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Government
VALIC
Van Eck Global
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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