Get Transamerica Surrender Form

Filling out the Transamerica Surrender Form online can be a straightforward process when approached step by step. This guide is designed to help you navigate the various sections and fields of the form with confidence and clarity.

Follow the steps to complete the Transamerica Surrender Form online.

1. Press the ‘Get Form’ button to acquire the form and open it for editing.
2. Begin by entering the annuitant information. Include the name, home phone number, residential address, mailing address (if different), work phone number, marital status, social security number or TIN, and policy number. Make sure to check the box if an address change has occurred.
3. In the eligibility information section, indicate your eligibility for distribution by selecting the relevant conditions that apply to you. This may include age criteria, separation from service, disability status, or qualification under a hardship condition.
4. For partial withdrawal or full surrender, specify whether you want to proceed with a partial surrender or surrender the contract entirely. Fill out the maximum amount for withdrawal or specify if this is part of a systematic withdrawal plan.
5. Input payee information by selecting the appropriate option (Annuitant, Direct Rollover, or Alternate Payee). Provide the required details for the selected option, including the name of institution, alternate payee address, and the signature of the alternate payee if applicable.
6. In the signature authorization and acknowledgments section, review the information and certify your understanding by signing and dating the form. If required, have your legal spouse sign and date for community property states.
7. If applicable, ensure that your employer completes the approval section confirming compliance with IRS requirements.
8. Finally, review all the information for accuracy. Once confirmed, you may download, print, or share the completed form as needed.

Complete your Transamerica Surrender Form online today for a smooth process.