Get Transamerica Third Party Authorization Form

Filling out the Transamerica Third Party Authorization Form online can be a straightforward process when you understand each component. This guide will help you navigate the form with ease, ensuring that you complete it accurately and efficiently.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the Transamerica Third Party Authorization Form. This will open the document in an online editor for you to fill out.
2. Provide the necessary policy information. Fill in the 'Policy Owner' name and 'Policy Number' in their respective fields. If there is a joint owner, add their information in the designated area.
3. Indicate your citizenship or jurisdiction status by selecting the appropriate option. You can choose from U.S. Citizen, U.S. Territory, Non-U.S. Citizen, Resident Alien, or Non-Resident Alien. Make sure to complete this section to avoid processing delays.
4. Review the provisions of the authorization privileges. Ensure that you understand the implications of granting third party authorization, as these provisions detail the limits and conditions associated with the authorizations you are providing.
5. In the 'Authorization' section, specify the information that the company is allowed to share with the authorized party. This may include personal and annuity details such as Social Security Number, account values, and interest rates. You may also select additional options for fund allocation changes and systematic payout options.
6. Complete the 'Party Authorized' section by selecting the applicable authorizations. Enter the necessary details for the third party, including their name, SSN/TIN/ID Number, and signature if they are not a registered representative or agent.
7. Fill out the 'Third Party Termination' section if needed, indicating any authorized party names and their respective details.
8. For the 'Required Acknowledgements & Signatures' section, ensure that both policy owners sign and date the form. Provide your telephone number and Social Security Number/Taxpayer Identification Number where required.
9. Once you have completed the form, review all sections for accuracy. After confirming that everything is correct, you can save your changes, download, print, or share the form as needed.

Complete the Transamerica Third Party Authorization Form online today for seamless processing and authorization.