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The document is an Entity Certification of Authority form for Western Reserve Life Assurance Co. of Ohio and Transamerica Life Insurance Company. It requires information about the contract or policy, the entity's details, authorized persons, and permitted investments. The form certifies that the undersigned have the authority to act on behalf of the entity regarding insurance transactions and indemnifies the insurance company from liability. It emphasizes the need for compliance with governing documents and legal advice.

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Begin by filling out the 'Contract/Policy Information' section. Enter the name of the contract policyowner(s) and their corresponding contract policy number(s).
In the 'Information About Owner and/or Beneficiary' section, select whether the entity is an Owner, Beneficiary, Both, or Assignee. Complete all lines as applicable.
Provide details about the Entity including its full title, type (Corporation, Partnership, etc.), establishment date, and state of establishment.
Indicate if the Authorized Persons may act singly or jointly and provide the Tax Identification Number for the Entity.
In 'Investments Permitted/Source of Premiums', check all applicable investment types such as Annuities or Life Insurance.
Complete the 'Authorized Person(s)' section by listing names, addresses, phone numbers, and signatures of all authorized individuals.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How can I find my 1099-R online?

You may view and print your Form 1099-Rs for 2024 and prior tax years on myCalSTRS. Your 2024 Form 1099-R will be available online by January 31, 2025.

How do I get my Transamerica statement?

For convenient e-statement notification just visit .TA-Retirement.com and select Statements in Communication Preferences under Personal Profile. Lists your account balances for the statement period and year to date.

Is Transamerica the same as Monumental life insurance?

As a result, Monumental Life became a subsidiary of Aegon. Rebranding and Closure In 2014, Monumental Life Insurance Company changed its name to Transamerica Premier Life Insurance Company.

Where can I find my Tax Forms online?

Get the current filing years forms, instructions, and publications for free from the IRS. Download them from IRS.gov. Order online and have them delivered by U.S. mail. Order by phone at 1-800-TAX-FORM (1-800-829-3676)

How do I get my Tax Forms from Empower retirement?

If you receive communication from Empower by mail, Empower should mail your 1099-R each January if you took distributions the prior calendar year.

transamerica change of beneficiary form

Transamerica forms printable pdf Transamerica Claimant inquiry request form Transamerica customer service Transamerica phone number Transamerica login Transamerica Payment Authorization Form Transamerica Retirement Transamerica contact

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Where can I find Transamerica tax forms?

If tax forms were produced on any of your accounts and you did not receive your mailing, you can easily order duplicate forms. Online 24/7. Go to Manage Your Account, click Transactions on the Account Balance screen; then click Duplicate Tax Forms. Automated touch-tone system (24/7) Speak with customer service (weekdays)

What is the rule of 55 for Transamerica?

If you are under age 59 when you withdraw money from your retirement plan, you may have to pay a 10% early withdrawal penalty. For withdrawals from an employers plan, the penalty may not apply if you: Leave your employer in the year you turn age 55 or later.

Transamerica forms printable 2025

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Got questions?

How can I find my 1099-R online?

How do I get my Transamerica statement?

Is Transamerica the same as Monumental life insurance?

Where can I find my Tax Forms online?

How do I get my Tax Forms from Empower retirement?

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Where can I find Transamerica tax forms?

What is the rule of 55 for Transamerica?

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