Get Transamerica Policy Service Form.pdf - Mark Iii Brokerage

The Transamerica Policy Service Form is a vital document used for various requests related to your insurance policy. This guide provides step-by-step instructions on how to fill out the form accurately and efficiently online, ensuring that your policy requests are processed without delays.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Check company which issued policy' section, select either Transamerica Life Insurance Company or Monumental Life Insurance Company by marking the appropriate checkbox.
3. Proceed to the 'Policy Owner and Insured Information' section. Fill in the required information including the policy owner's name, social security number, insured person's name, their social security number, policy number, and employer name.
4. If a name change is required, navigate to the 'Name Changes' section. Indicate whether you wish to change the name of the Insured, Owner, or Payor. Fill in the 'From' and 'To' fields, providing the reason for the change.
5. In the 'Policy Owner Changes' section, specify if you are requesting a transfer of ownership or changing the owner's address. Provide the new owner's name, social security number, and contact information as needed.
6. For 'Billing Changes', select the new premium mode and frequency. Indicate whether you prefer pre-authorized checking or direct billing, and provide the necessary financial details.
7. In the 'Reduction In Benefits' section, indicate whether you would like to reduce the face amount or make changes to the planned periodic premiums. If applicable, indicate any riders you wish to cancel.
8. For 'Beneficiary Changes', fill out the details of the primary and contingent beneficiaries. This includes full names, addresses, percentage allocations, and relationships. Make sure to clarify how you want the shares distributed among multiple beneficiaries.
9. Lastly, complete the 'Signatures' section. Ensure that all required signatures are collected, including those of the policy owner, spouse (if applicable), and any assignees. Each signature must be witnessed by a disinterested party.
10. After filling out the form, you can save changes, download a copy for your records, print it, or share it as needed.

Start completing your Transamerica Policy Service Form online today to ensure your requests are processed smoothly!