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Click ‘Get Form’ to open the 8773554385 in the editor.
Begin by filling out the 'Policy Information' section. Enter your name as the Policy Owner, along with your Policy Number. If applicable, include the Joint Owner's details and check the box if you want to update your address.
In the 'Distribution Options' section, select one option for your withdrawal type. Ensure you complete any additional fields required based on your selection.
Proceed to 'Payout Instructions'. Choose your preferred payout frequency and method (Direct Deposit or check). Make sure to provide a voided check if opting for Direct Deposit.
If under age 59-1/2, indicate this in the relevant section and understand potential tax penalties. Complete the 'Income Tax Withholding' section by marking your preferences for federal and state taxes.
Finally, review all information for accuracy, sign where indicated, and ensure any necessary guarantees are included before submitting.
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What is the phone number for Transamerica customer service?
Transamerica Corporation is an indirect, wholly owned subsidiary of Aegon Ltd.
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