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Get Transamerica Distribution Request Form 2014-2024

choose one of the three options ²Option 1 (Rollover) - I am requesting a Direct Rollover of all or a partial amount of my Traditional 401(k) account. ¹Partial amount to be rolled over: $___________________ Direct Rollover to: (Select Only One) _____ AN IRA OFFERED THROUGH Transamerica (Minimum rollover amount is $5,000). If you are interested in the Rollover IRA option through Transamerica, call (866) 691-0030 to learn more and to establish an account. An IRA account number is required be.

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