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Transamerica beneficiary claim form 2026

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The document is a Beneficiary Designation Form for Transamerica Life Insurance Company, allowing policy owners to designate primary and contingent beneficiaries for their life insurance policy. It outlines the necessary information required, including the insured's name, policy number, and details of beneficiaries, along with instructions for completing the form and signature requirements for individuals, businesses, trusts, and guardians. The form emphasizes that it cancels all prior beneficiary designations and provides guidelines on how to allocate death benefits among multiple beneficiaries.

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Click ‘Get Form’ to open the Transamerica Beneficiary Claim Form in our editor.
Begin by entering the Policy Number and Insured’s Name at the top of the form. This information is crucial for identifying your policy.
Fill in the Owner’s Name, Address, City, State, and Zip Code. If there is a new address, check the box provided.
Designate your Primary Beneficiaries by listing their full names, addresses, relationships to the Insured, and percentage shares of the death benefit. Ensure that these percentages total 100%.
If applicable, list Contingent Beneficiaries in a similar manner. Remember that they will only receive proceeds if all Primary Beneficiaries predecease the Insured.
Complete any required signatures from the Owner and Witness as indicated on the form. Make sure to include titles if signing on behalf of a business or trust.

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