as to Suitability; No Investment Advice Submissions Forward-Looking, Group Supplemental Health + Disability Insurance, Transamerica Structured Index Advantage Annuity, https://www.transamerica.com/terms-use-advisors, https://www.transamerica.com/annuities/advisory-annuity, https://www.transamerica.com/annuities/annuity-solutions, https://www.transamerica.com/annuities/technology, https://www.transamerica.com/annuities/variable-annuities, https://www.transamerica.com/knowledge-place/inheritance-annuities-know-your-annuity-contract, https://www.transamerica.com/annuities/advisor-resources, https://www.transamerica.com/annuities/why-transamerica-annuities. Symetra - Individuals and Families 1All financial figures for Symetra Financial Corporation are reported on a GAAP basis. List of currently available TRANSAMERICA LIFE forms on Laser App, 1035 Exchange, Rollover or Transfer Request Form, Additional Death Distribution plus Rider Service Form, Additional Death Distribution Rider Service Form, Additional Replacement Company Information, Annuitization Request Form - Fixed Payouts, Annuitization Request Form - Fixed Payouts [CT], Annuitization Request Form - Variable Payouts, Annuitization Request Form - Variable Payouts [CT], Annuity Divorce Processing Instructions [CT], Annuity to Annuity Replacement Comparison Statement [NV], Annutiy Replacement Comparison Statement [RI], Authorized Representative Certification of Entity Document and Entity Powers, Beneficiary Designation with Restricted Payout Form, Buyer's Guide For Fixed Deferred Annuities [NJ-OK-UT], Buyers Guide for Fixed and Variable Annuities [AL-CO-FL-GA-IA-KY-ME-MO-NH-OH-RI-TX-WI-WV], Buyers Guide to Deferred Annuities 1020 TRSIA, Buyers Guide to Fixed Deferred Annuities [AK-ID], Buyers Guide to Fixed Deferred Annuities [AR-HI-MT-NC-NM-NV-OR], Buyers Guide to Fixed Deferred Annuities [AZ-SC], California Consumer Privacy Act - Required Leave Behind at time of sale in the state of California, California Senior Sales Presentation Disclosure [CA], Connecticut Indexed Variable Annuity Disclosure, Consumer Refusal to Provide Information [MN], Disclosure and Comparison of Annuity Contracts - [FL], Enhanced Due Diligence Questionnaire - Fixed Deferred/Fixed Immediate Annuity, Enhanced Due Diligence Questionnaire - Variable Deferred Annuity, Fixed Buyers Guide for Issue or Resident State of Idaho, Guaranteed Lifetime Income Rider Withdrawal Form, Guaranteed Lifetime Income Rider Withdrawal Form [CT], Guaranteed Lifetime Withdrawal Benefit Disclosure [PA], Guaranteed Minimum Death Benefit Allocation Form, Guaranteed Minimum Death Benefit Election Form, Income Link Rider Systematic Withdrawal Form, Income Link Rider Systematic Withdrawal Form [CT], Insurance Agent Annuity Sale Disclosure [MN], Insurance Agent/Provider Disclosure for Annuities, IRA Excess-Nondeductible Contribution Distribution, NAIC Buyers Guide for Deferred Annuities [GA-IA], Non-Qualified Individual Annuity Claimant's Statement, Non-Qualified Individual Annuity Claimant's Statement [CT], Non-Qualified Stretch Systematic Payout Option (SPO) Form, Non-Qualified Stretch Systematic Payout Option (SPO) Form [CT], Nursing Care or Terminal Condition Distribution Form, Nursing Care or Terminal Condition Distribution Form [CT], Optional Services Form - Transamerica Variable Annuity I-Share, Optional Services Form - Transamerica Variable Annuity Series (TLIC), Policy Owner Authorization for Telephone Withdrawals, Qualified Annuity Claimant's Statements [CT], Qualified Plan Certification and Acknowledgement, Qualified Plan Certification and Acknowledgement - Transamerica Axiom III (NY) 2020, Qualified Plan Certification and Acknowledgement - Transamerica Axiom III (TLIC) 2020, Qualified Plan Certification and Acknowledgement - Transamerica B-Share (NY) 2020 [NY], Qualified Plan Certification and Acknowledgement - Transamerica B-Share (TLIC) 2020, Qualified Plan Certification and Acknowledgement - Transamerica I-Share II (NY) 2020, Qualified Plan Certification and Acknowledgement - Transamerica I-Share II (TLIC) 2020, Qualified Plan Certification and Acknowledgement - Transamerica Principium IV (NY) 2020 [NY], Qualified Plan Certification and Acknowledgement - Transamerica Principium IV (TLIC) 2020, Qualified Plan Certification and Acknowledgement - Transamerica Structured Index Advantage Annuity, Reg 60 - Important Notice of Replacement (Appendix 10C) [NY], Reg 60 Annuity to Annuity Disclosure Statement (Appendix 10B) [NY], Reg 60 Life Insurance to Annuity Disclosure Statement (Appendix 10A) [NY], Registered Investment Advisor Authorization Form, Replacement Forms - California Internal Replacement Comparison Form [CA], Retirement Income Choice Service Form - Principium III, Retirement Income Choice Service Form - Transamerica Variable Annuity Series, Retirement Income Max Rider Service Form - TLIC, Same Sex Civil Union and Domestic Partnership Disclosure, Substantially Equal Periodic Payment Request/Transfer Form, Systematic Payout Option Form (Fixed and Variable), Systematic Payout Option Form (Fixed and Variable) [CT], Tax Sheltered Annuity (TSA) IRC Section 403(b) Distribution Request Form, Tax Sheltered Annuity (TSA) IRC Section 403(b) Distribution Request Form [CT], Third Party Authorization and Fee Liquidation Form, TIE Rider Service Form - Transamerica Principium III, TIE Rider Service From - Transamerica Variable Annuity Series, Transamerica Axiom III Variable Annuity [CA] [2020 Product], Transamerica Axiom III Variable Annuity [FL] [2020 Product], Transamerica Axiom III Variable Annuity [NIC] [2020 Product], Transamerica Axiom III Variable Annuity [NY] [2020 Product], Transamerica Axiom III Variable Annuity [STD] [2020 Product], Transamerica B-Share Variable Annuity [CA] [2020 Product], Transamerica B-Share Variable Annuity [FL] [2020 Product], Transamerica B-Share Variable Annuity [NIC] [2020 Product], Transamerica B-Share Variable Annuity [NY] [2020 Product], Transamerica B-Share Variable Annuity [STD] [2020 Product], Transamerica I-Share II Variable Annuity [CA] [2020 Product], Transamerica I-Share II Variable Annuity [FL] [2020 Product], Transamerica I-Share II Variable Annuity [NIC] [2020 Product], Transamerica I-Share II Variable Annuity [NY] [2020 Product], Transamerica I-Share II Variable Annuity [STD] [2020 Product], Transamerica Principium IV Application [CA] [2020 Product], Transamerica Principium IV Application [FL] [2020 Product], Transamerica Principium IV Application [NIC] [2020 Product], Transamerica Principium IV Application [NY] [2020 Product], Transamerica Principium IV Application [STD] [2020 Product], Transamerica Structured Index Advantage Application [CA], Transamerica Structured Index Advantage Application [FL], Transamerica Structured Index Advantage Application [LA], Transamerica Structured Index Advantage Application [NIC], Transamerica Structured Index Advantage Application [STD], Transfer Disclosure Acknowledgement - Fixed to Variable Annuity, Transfer Disclosure Acknowledgement - Variable to Variable Annuity, Trust/Estate/Entity/Qualified Plan Claimants Statement, Trustee Certification of Trust Document and Trustee Powers, Unemployment Waiver Distribution Form [CT], (800) 985-2174 Non-qualified annuity options-at-a-glance. Both loans and withdrawals will reduce the cash value and death benefit. You can download the signed [Form] to your device or share it with other parties involved with a link or by email, as a result. This change was confirmed by the Iowa Insurance Division on August 23, 2021. Daytime Telephone Number We make that possible by offering you access to our full-fledged editor capable of transforming/fixing a document?s original textual content, inserting unique fields, and putting your signature on. Single premium immediate annuity This can be a great way to create a guaranteed "paycheck." It could provide predictable, guaranteed immediate income for life or a set period of time while limiting downside market risk. Claim or Identification number (if any) of your pension or annuity contract Total number of allowancesyou are claiming and your marital status Indicate any additional tax amountyou want withheld per pay Sign and date the form. Audit Trail: serves to capture and record identity authentication, time and date stamp, and IP. Let's rapidly go through them so that you can stay assured that your transamerica non qualified annuity claimant's statement remains protected as you fill it out. Copyright 2011 - 2023 Transamerica Corporation, 6400 C Street SW, Cedar Rapids, IA 52499 All Rights Reserved. Experience a faster way to fill out and sign forms on the web. Warning: Misuse of Transamerica name in fraud schemes. Service, Contact What is a claimant statement for life insurance? Symetra is a registered service mark of Symetra Life Insurance Company. Copyright 2011 - 2020 Transamerica Corporation, 4333 Edgewood Road NE, Cedar Rapids, IA 52499All Obtain access to a HIPAA and GDPR compliant platform for maximum efficiency. Transamerica Annuity Withdrawal Form Limitations and exclusions may apply. signNow helps make eSigning simpler and more convenient as it offers users numerous extra features like Invite to Sign, Add Fields, Merge Documents, etc. Transamerica Annuity Review All in all, Transamerica Annuity is a highly reputable company with over 100 years of experience in the life insurance and annuity industry. For more information about our browser support, please check out our browser standards and support page. We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use. Service Offi ce Overnight Address: P.O. Go digital and save time with signNow, the best solution for electronic signatures. City/State _________________________________________ Zip_________________ Our promises are backed by$58.6B in assets,1, 2 and we get As from rating agencies when it comes to our ability to meet financial obligationslike paying claims. Based on 2020 life insurance statistics, annuities account for 48% of direct premiums written by life insurers. References about "Symetra" are to Symetra Financial Corporation and its subsidiaries.

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