An innovative and low-cost registered index-linked annuity (RILA). It’s built to offer growth opportunities and investment protection — a powerful combination — while addressing the challenges of today’s market volatility, low interest rates, and high inflation. Show
A health savings account (HSA) is a powerful way to set aside money for healthcare expenses — now and in the future. Triple tax advantaged, convenient, and flexible, it can be used to cover current qualifying medical expenses or act as a supplemental retirement account to cover future healthcare costs. It's one of many integrated services we offer with our holistic approach to retirement. Since 1906, Transamerica has been built on the idea that financial security should be available to everyone. Today, we’re still committed to providing the right tools, services, and strategies our customers need to achieve it. We are also one of the first financial services companies to recognize the connection between wealth and health. For years, financial services companies have only gotten it half right — because without health, wealth is harder to achieve and maintain. At the heart of it, we want to help people live well, now and in the future. The projected lifetime healthcare costs for a healthy 65-year-old couple retiring in 2021.A Message from Will Fuller, President & CEOOur purpose is to help people achieve a lifetime of financial security.That’s what we’re here to do. Our solutions help people save, protect, invest, and retire — so they can live better today and worry less about tomorrow. We work with financial professionals and employers to provide solutions for each of life’s milestones. In 2020 alone, we paid our customers and their families $49 billion in insurance, retirement and annuity claims and benefits.* We look forward to serving you. Join Transamerica Asset Management, Inc., CIO Tom Wald for his "Market Pulse" podcast series, in which he discusses the markets, the economy, and current events that impact both. Designed with small employers in mind, this retirement plan solution offers the ability to choose from popular plan features and investment options at an attractive price. Whether you’re interested in money matters or manage finances for a living, The Knowledge Place is where you’ll find helpful articles on how to create better financial outcomes. Save, Invest, Protect, RetireTransamerica is committed to helping people save what they’ve worked so hard for, invest for their personal circumstances, protect what matters most, and retire with confidence. That’s why we’re focused on financial solutions that fit the needs of our customers in every stage of their life, including life insurance, annuities, mutual funds, employee benefits, and retirement plans. We’re proud of the trust we’ve earned helping people protect their financial future. Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); Transamerica Life Insurance Company, Rutland, VT; and Transamerica Casualty Insurance Company, Columbus, OH. Variable products and mutual funds are underwritten and distributed by Transamerica Capital Inc., or Transamerica Investors Securities Corporation, each a broker/ dealer and member
of FINRA. Securities and investment advisory services offered by Transamerica Financial Advisors, Inc., a broker/ dealer, member of FINRA, SIPC and a Registered Investment Adviser. Investment advisory services focused on the unique needs of individual retirees, retirement plans and their participants offered by Transamerica Retirement Advisors, Inc., a Registered Investment Adviser. References to Transamerica on this site pertain either to an individual company or collectively to these and other
Transamerica companies. This site may not yet be approved by the Departments of Insurance in all states at the time of publication. Transamerica companies are part of the AEGON Group. General Policy Information I lost/misplaced or do not have a copy of my Policy/Certificate. How do I request a copy to view and print? I received an email letting me know that the copy of my Policy/Certificate I requested is now available. How do I view and print a copy of my Policy/Certificate? I requested a copy of my Policy/Certificate through the website and I did not receive an email. How do I view and print a copy of my Policy/Certificate? How do I find out what type of Policy/Certificate Coverage I have? Third Party - I am assisting an Insured with Medicare or Social Service assistance and I need to obtain Policy/Certificate information, such as Cash Value and Face Value. How do I obtain this information? What Conversion Options are available for my Policy/Certificate? How do I add or remove a family member or dependent to/from benefits on my Policy/Certificate? How do I change the primary insured on my Policy/Certificate to my spouse? How do I increase or decrease benefit amounts on my Policy/Certificate? How do I change the ownership on my Policy/Certificate or assign the benefit proceeds to another party? How do I designate a Power of Attorney for my Policy/Certificate? How do I change the beneficiary on my Policy/Certificate? How do I add more than 2 primary or contingent beneficiaries to my Policy/Certificate? How do I change the beneficiary to a Trust on my Policy/Certificate? How do I confirm who I currently have listed as a beneficiary on my Policy/Certificate? How do I obtain the Current Cash Value of my Policy/Certificate? How do I surrender (cash in) my Policy/Certificate? How do I request a loan or borrow against my Policy/Certificate? How do I obtain the Current Loan Balance of my Policy/Certificate? I need to supply my Policy/Certificate information, such as Cash Value and Face Value, so I can receive Medicare or Social Service assistance. How do I obtain the information I need? What are the Non-Forfeiture Options (NFO) for my Policy/Certificate? I am attempting to find out if I or someone else has a Policy/Certificate with your company? I am attempting to service my Policy/Certificate online and I receive a message that states Online Service is Not Available. What do I do? My Policy/Certificate is currently lapsed. How can I find out about my reinstatement options? I am interested in additional coverage either for myself or someone else. How do I find out what is available or receive a quote? back to topCustomer Information How do I change my personal information such as my email address, mailing address, or phone number? How do I change my name due to marriage, divorce, personal reasons, or because it is misspelled or incomplete on my Policy/Certificate?Login and Registration Information I would like to register my Policy/Certificate for the first time. How do I register online? I do not have my Policy/Certificate number. How do I register online? I would like to register an additional Policy/Certificate to my online account. How do I add the Policy/Certificate? My spouse and I share the same email address, how do I register my Policy/Certificate online? When attempting to register my Policy/Certificate number, I receive an error message stating "Selected User Email is already in use". How do I register online? When attempting to register my Policy/Certificate, I receive an error message stating "We are not able to locate Policy/Certificate Number..." How do I register this Policy/Certificate? When attempting to register my Policy/Certificate, I receive an error message stating "The Policy/Certificate Number you entered has already been registered with us." How do I access this Policy/Certificate online? I do not remember my User ID. How can I retrieve this and login? I do not remember my Password or I receive an error message stating "The password you entered does not match what we have on file." How can I retrieve this and login? I changed my email address and would like to change my User ID for my online account. How do I change my Username? I would like to change my Password for my online account. How do I change my Password? When I attempt to login the information I typed on the page is cleared when I click Log In. How do I login? When I attempt to login I receive an error message stating "The login you entered does not match any that we have on file." How do I login? When attempting to register my Policy/Certificate, I am unable to enter my address because it is outside of the United States. How do I access this Policy/Certificate online? back to topClaims Information I need to file a claim on my Policy/Certificate. How do I obtain claim forms and print the forms online? I need to file a claim on a Policy/Certificate for myself or someone else and do not have a Policy/Certificate number. I need to report a death or need additional assistance with filing a claim. How can I contact the Claims Department? I would like to check on the status of a claim that was submitted on a Policy/Certificate. How can I contact the Claims Department? I need to file a claim on an Encore Dental Policy/Certificate. How do I obtain claim forms and print the forms online? How do I contact Encore Dental Claims? back to topBilling Information What are my options for paying my bill? What is Autopay? If I change my billing to have premiums drafted from my bank account or billed to my credit/debit card, will my premium amount ever bill more than once a month? Can I bill my insurance premiums on a debit card? What is billing frequency? What is billing method? What does the Paid To Date represent? How do I change my billing to automatically charge my debit or credit card or draft my bank account to pay my premiums for my Policy/Certificate? How do I change my debit/credit account number, expiration date, or other billing details? How do I change my bank account number, routing number, or other billing details? How do I change my billing to receive billing statements in the mail or through email for my Policy/Certificate? How do I change my billing frequency for my Policy/Certificate? How do I make a one time online bill payment for my Policy/Certificate? How can I receive my billing statements by email instead of by postal mail for my Policy/Certificate? How do I view my billing statement online for my Policy/Certificate? I am on Direct Bill and would like to send a payment into your office through the mail for my Policy/Certificate. What is your mailing address? I would like to change the due date for my Policy/Certificate. Is that possible? How do I find out what date my Policy/Certificate is paid through? I recently made a payment and would like to know if it was posted and what date my Policy/Certificate is currently paid through. Why did I receive my premium due notice this month with a premium amount less than the usual monthly premium amount? Why was I billed twice for insurance premiums on one statement? Do you charge interest on the insurance premium? My credit/debit card account is closed. Can you issue me a check for the refund of premiums?back to top General Policy Information Q. I lost/misplaced or do not have a copy of my Policy/Certificate. How do I request a copy to view and print? A.
Q. I received an email letting me know that the copy of my Policy/Certificate I requested is now available. How do I view and print a copy of my Policy/Certificate? A.
*Adobe Acrobat Reader is required to view and print your copy of the Policy/Certificate back to top Q. I requested a copy of my Policy/Certificate through the website and I did not receive an email. How do I view and print a copy of my Policy/Certificate? A.
*Adobe Acrobat Reader is required to view and print your copy of the Policy/Certificate Q. How do I find out what type of Policy/Certificate Coverage I have? A.
back to top Q. Third Party - I am assisting an Insured with Medicare or Social Service assistance and I need to obtain Policy/Certificate information, such as Cash Value and Face Value. How do I obtain this information? A.
*A Signed Release of Information form must be received in writing before information can be released. Q. What Conversion Options are available for my Policy/Certificate? A.
*Not all Policies/Certificates have Conversion Options. Please refer to your Policy/Certificate details for further information. back to top Q. How do I add or remove a family member or dependent to/from benefits on my Policy/Certificate? A.
*Not all Policies/Certificates have these options. Please refer to your Policy/Certificate details for further information. Q. How do I change the primary insured on my Policy/Certificate to my spouse? A.
*Not all Policies/Certificates have these options. Please refer to your Policy/Certificate details for further information. back to top Q. How do I increase or decrease benefit amounts on my Policy/Certificate? A.
*Not all Policies/Certificates have these options. Please refer to your Policy/Certificate details for further information. Q. How do I change the ownership on my Policy/Certificate or assign the benefit proceeds to another party? A.
back to top Q. How do I designate a Power of Attorney for my Policy/Certificate? A.
Q. How do I change the beneficiary on my Policy/Certificate? A.
back to top Q. How do I add more than 2 primary or contingent beneficiaries to my Policy/Certificate? A.
Q. How do I change the beneficiary to a Trust on my Policy/Certificate? A.
back to top Q. How do I confirm who I currently have listed as a beneficiary on my Policy/Certificate? A.
Q. How do I obtain the Current Cash Value of my Policy/Certificate? A.
back to top *Not all Policies/Certificates accumulate Cash Value. Q. How do I surrender (cash in) my Policy/Certificate? A.
*Only Policies/Certificates with a Cash Value can be surrendered. Not all Policies/Certificates accumulate Cash Value. All requests must be received in writing. Q. How do I request a loan or borrow against my Policy/Certificate? A.
*Only Policies/Certificates with a Cash Value can be borrowed against. Not all Policies/Certificates accumulate Cash Value. All requests must be received in writing. back to top Q. How do I obtain the Current Loan Balance of my Policy/Certificate? A.
*Only Policies/Certificates with a Cash Value can be borrowed against. Not all Policies/Certificates accumulate Cash Value. Q. I need to supply my Policy/Certificate information, such as Cash Value and Face Value, so I can receive Medicare or Social Service assistance. How do I obtain the information I need? A.
back to top Q. What are the Non-Forfeiture Options (NFO) for my Policy/Certificate? A.
Q. I am attempting to find out if I or someone else has a Policy/Certificate with your company? A.
back to top Q. I am attempting to service my Policy/Certificate online and I receive a message that states Online Service Is Not Available. What do I do? A.
Q. My Policy/Certificate is currently lapsed. How can I find out about my reinstatement options? A.
*Not all Policies/Certificates have these options. Please refer to your Policy/Certificate details for further information. Q. I am interested in additional coverage either for myself or someone else. How do I find out what is available or receive a quote? A.
back to top Customer Information Q. How do I change my personal information such as my email address, mailing address, or phone number? A.
*Changing your email address will not change your User ID. If you would like to change your Username see Login - Change Username Q. How do I change my name due to marriage, divorce, personal reasons, or because it is misspelled or incomplete on my Policy/Certificate? A.
back to top Login and Registration Information Q. I would like to register my Policy/Certificate for the first time. How do I register online? A.
*Not all Policies/Certificates may be serviced online. *All active Policies/Certificates under the Policyowner's name that can be serviced online will pull in once the first Policy/Certificate is registered. The same email address cannot be registered more than once. Q. I do not have my Policy/Certificate number. How do I register online? A.
back to top Q. I would like to register an additional Policy/Certificate to my online account. How do I add the Policy/Certificate? My spouse and I share the same email address, how do I register my Policy/Certificate online? A.
*Not all Policies/Certificates may be serviced online. *The same email address cannot be registered more than once. Q. When attempting to register my Policy/Certificate number, I receive an error message stating "Selected User Email is already in use". How do I register online? A.
*The same email address cannot be registered more than once. If you are attempting to register additional Policy/Certificates please see Registering an Additional Policy/Certificate. back to top Q. When attempting to register my Policy/Certificate, I receive an error message stating "We are not able to locate Policy/Certificate Number..." How do I register this Policy/Certificate? A.
*Not all Policies/Certificates may be serviced online. Q. When attempting to register my Policy/Certificate, I receive an error message stating "The Policy/Certificate Number you entered has already been registered with us." How do I access this Policy/Certificate online? A. back to top Q. I do not remember my User ID. How can I retrieve this and login? A.
Q. I do not remember my Password or I receive an error message stating "The password you entered does not match what we have on file." How can I retrieve this and login? A.
back to top Q. I changed my email address and would like to change my User ID for my online account. How do I change my Username? A.
Q. I would like to change my Password for my online account. How do I change my Password? A.
back to top Q. When I attempt to login the information I typed on the page is cleared when I click Log In. How do I login? A.
Q. When I attempt to login I receive an error message stating "The login you entered does not match any that we have on file." How do I login? A.
Q. When attempting to register my Policy/Certificate, I am unable to enter my address because it is outside of the United States. How do I access this Policy/Certificate online? A.
back to top Claims Information Q. I need to file a claim on my Policy/Certificate. How do I obtain claim forms and print the forms online? A.
*Note: You must send your claim form back to us via mail or fax. Q. I need to file a claim on a Policy/Certificate for myself or someone else and do not have a Policy/Certificate number. I need to report a death or need additional assistance with filing a claim. How can I contact the Claims Department? A.
back to top Q. I would like to check on the status of a claim that was submitted on a Policy/Certificate. How can I contact the Claims Department? A.
Q. I need to file a claim on an Encore Dental Policy/Certificate. How do I obtain claim forms and print the forms online? How do I contact Encore Dental Claims? A.
back to top Billing Information Q. What are my options for paying my bill? Q. What is Autopay? Q. If I change my billing to have premiums drafted from my bank account or billed to my
credit/debit card, will my premium amount ever bill more than once a month? Q. Can I bill my insurance premiums on a debit
card? Q. What is billing frequency? Q. What is billing method? Q. What does the Paid To Date represent? back to top Q. How do I change my billing to automatically charge my debit or credit card or draft my bank account to pay my premiums for my Policy/Certificate? A.
*We accept VISA, MasterCard, American Express, and Discover or your payment can be drafted directly from your bank account. Some of these options are regulated by the state where you live. *If you change your billing to draft your bank account or bill to your credit/debit card and your premiums are not billed to a current date, we could draft your account for the premiums necessary to bring your Policy/Certificate to a current date. This situation could cause a 2nd charge to be deducted from your bank account. back to top Q. How do I change my debit/credit account number, expiration date, or other billing details? A.
*If you change your billing to draft your bank account or bill to your credit/debit card and your premiums are not billed to a current date, we could draft your account for the premiums necessary to bring your Policy/Certificate to a current date. This situation could cause a 2nd charge to be deducted from your bank account. Q. How do I change my billing to receive billing statements in the mail or through email for my Policy/Certificate? A.
back to top Q. How do I change my billing frequency for my Policy/Certificate? A.
*Premiums can be billed monthly, quarterly (every 3 months), semi-annually (every 6 months) or once a year. Q. How do I make a one time online bill payment for my Policy/Certificate? A.
back to top Q. How can I receive my billing statements by email instead of by postal mail for my Policy/Certificate? A.
*This option is only available for Policies/Certificates billing on Direct Bill method and is not available for all Policies/Certificates. Q. How do I view my billing statement online for my Policy/Certificate? A.
*This option is only available for billing statements that are sent via email (E-Bill). *Adobe Acrobat Reader is required to view and print your copy of your Billing Statement. back to top Q. I am on Direct Bill and would like to send a payment into your office through the mail for my Policy/Certificate. What is your mailing address? A.
Q. I would like to change the due date for my Policy/Certificate. Is that possible? A.
back to top Q. How do I find out what date my Policy/Certificate is paid through? I recently made a payment and would like to know if it was posted and what date my Policy/Certificate is currently paid through. A.
Q. Why did I receive my premium due notice this month with a premium amount less than the usual monthly premium amount? A.
back to top Q. Why was I billed twice for insurance premiums on one statement? A.
Q. Do you charge interest on the insurance premium? A.
Q. My credit/debit card account is closed. Can you issue me a check for the refund of premiums? A.
back to top How do I check my Transamerica Life Insurance policy?A. Log In to your account. Select the Policy/Certificate you wish to retrieve a copy of from the My Insurance Policies/Certificates page.
Can I get my money back from Transamerica Life Insurance?Unless you've purchased a Return Of Premium Term Life Insurance Policy, you will not get your money back at the end of the term or at any time you cancel the policy.
Is Transamerica Life Insurance still in business?Since 1906, Transamerica has been built on the idea that financial security should be available to everyone. Today, we're still committed to providing the right tools, services, and strategies our customers need to achieve it.
How long does it take to get life insurance payout from Transamerica?You should be able to collect the life insurance payout within 30 to 60 days after you have submitted the completed claim forms and the supporting documents.
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