Welcome to Client Services

You may download forms to start a new account or service your existing account.  For additional assistance or to have the forms mailed to you,  please call Customer Service at 1-888-565-7171. 

Mail completed forms to:

(Please note, it is recommended to have your policy or quarterly statement handy to select the correct forms.)

Click the form to the appropriate company.  For existing accounts, match the company name with your policy or quarterly statement.   The following forms are available for download:

• Service Request

Use this form to update your existing plan, such as address change, increase/decrease deductions, name change, beneficiary change, etc.

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• TSA Rollover/Transfer Form

Use this form for a direct rollover/transfer another TSA, TRS monies, sick-leave, 401(k), etc.

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• IRA to IRA Rollover/Transfer Form

Use this form to rollover/transfer an IRA to your Transamerica IRA account.  If you are establishing a new Transamerica IRA account, use this IRA transfer form in addition to the TransMark 1200 IRA Application.

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• Non-Qualified Funds Transfer Form

Use this form to transfer non-qualified funds to your Transamerica Non-Qualified account.  Non-qualified funds are all other monies that are not coming from an IRA or a TSA qualified plan, such as CD's, bonds, money market account and savings account funds, etc.  If you are establishing a new Transamerica Non-Qualified account, use this form in addition to the TransMark 1200 Non-Qualified Application.

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• TransMark 1200 Application

Use this form to establish a new Transamerica single premium account.  You may set-up the account as either a TSA, IRA or Non-Qualified account, with the appropriate Rollover/Transfer Form attached.  Minimum single premium to open the account is $5000.

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• TSA Loan Application

Use this form to request a loan against your existing TSA account.  The minimum loan check is $1000 up to 80% of your accumulated cash value.  You must have approximately $1800 in the accumulated cash value to be eligible for the minimum loan.  Loans are to be paid back via check/money order.  Please allow 7-10 business days to process the application upon receipt.  Call Customer Service for further detail or account value at 1-888-565-7171.

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• Service Request

Use this form to update your existing plan, such as address change, increase/decrease deductions, name change, beneficiary change, etc.

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• TSA Rollover/Transfer Form

Use this form for a direct rollover/transfer of an existing qualified plan, such as another TSA, TRS monies, sick-leave, 401(k), etc.

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• TSA Loan Application

Use this form to request a loan against your existing TSA account.  The minimum loan check is $1000 up to 80% of your accumulated cash value.  You must have approximately $1800 in the accumulated cash value to be eligible for the minimum loan.  Loans are to be paid back via check/money order.  Please allow 7-10 business days to process the application upon receipt.  Call Customer Service for further detail or account value at 1-888-565-7171.

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