Get Transamerica Life Insurance Com Beneficiary Designation Form

Filling out the Transamerica Life Insurance Com Beneficiary Designation Form online is an essential step in ensuring that your beneficiaries are designated according to your wishes. This guide provides clear, step-by-step instructions to help you navigate the form with confidence.

Follow the steps to complete the form online successfully

1. Press the ‘Get Form’ button to access the form and open it in your chosen editor.
2. In Section 1, enter your policy information. Fill in the policy number, owner(s) details, owner address, city/state/zip, insured/annuitant's name, and their social security number.
3. Proceed to Section 3 to provide primary beneficiary information. List each primary beneficiary’s name, percentage of proceeds, relationship to you, birth or trust date, address, city/state/zip, phone number, and social security number or tax ID number. Ensure the total percentage equals 100%.
4. Next, navigate to Section 4 for contingent beneficiary information. Similar to the primary section, list each contingent beneficiary’s details as required. Remember that primary and contingent beneficiaries cannot be the same and the total percentage must also equal 100%.
5. In Section 5, all policy owners must sign and date the form. Provide necessary owner and joint owner details, including social security numbers and phone numbers. Ensure the signatures are complete and any notary requirements are met if applicable.
6. Optionally, in Section 6, provide your email address or fax number if you want confirmation of the changes sent to you securely. You may choose either an email or fax confirmation.
7. Once all sections are completed, review your entries for accuracy. Save the changes, then download, print, or share the form as needed.

Start filling out your Transamerica Life Insurance Com Beneficiary Designation Form online today!