Appointment Center State Appointment Application

A complete Enrollment Kit is comprised of the following:
  • Kit folder with "Retirement, A Journey Made Simple." Booklet
  • Simple Solutions Workbook with Worksheet included
  • Investment Choices Made Simple - Investment Choice Summaries and Overview
  • Simple Solutions Calculator
  • Enrollment Forms
  • Rollover Forms
Miscellaneous supplies include the following:
  • All the components of the Kits
  • Employer Enrollment Workshop Guide
  • Retirement, A Journey Made Simple. Enrollment Video
  • Simple Solutions Workshop Enrollment Poster
  • OnTrack Brochure
  • Transamerica Plan Plus (SDBA) Brochure
  • Advantages/Disadvantages of Borrowing from your 401(k) Brochure
  • TransDirect Brochure
  • Payroll Stuffers
Before-Tax Contributions

Your before-tax contributions are deducted from your paycheck on a before-tax basis. This means that you pay no federal income tax and, in most cases, no state or local income taxes until the amounts are distributed to you from the plan.

After-Tax Contributions

Your after-tax contributions are deducted from your paycheck after federal income tax and any state and local income taxes are withheld from your pay. You will not pay taxes on your after-tax contributions when they are distributed from the plan. Earnings on your after-tax contributions are taxed when they are distributed from the plan unless it is a qualified distribution from your Roth 401(k) account. Please see your Plan Administrator for additional information.

In order for Transamerica to process your appointment request, you MUST sign, date and fax the signed form to (844) 749-2730.

Your Contract ID can be found on the bottom left-hand corner of the back cover of your transition newsletter. If you have not yet received a transition newsletter, you can obtain your Contract ID number from your plan administrator.

Your Sub ID is the number following the hyphen after the Contract ID number, and is typically three or four digits in length.

Username requirements

  • Must be a minimum of 7 characters
  • Cannot be all numeric (ex: cannot be a social security number)
  • Cannot be an email address
  • Only the following special characters can be used ! @ # . $ & ? _ - +

Password Tips

  • Must be a minimum of 8 characters
  • Include three of the following:
    • a lower case letter,
    • an upper case letter,
    • a number,
    • a special character
  • Must not match username

Where can I find my Company Name?

Your Company Name can be found on the first page of your "Conversion News Letter." If you have not yet received your "Conversion News Letter," you can obtain your Company Name from your Plan Administrator.

Thanks for your interest in selling TRS business. Please check the boxes below so we can provide the appropriate materials.

Please select one of the following:

 
 

Is the appointment request for the following products:

Is this application for a plan that has just been sold?

Please select one of the following methods to continue with your application:

 
 
This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.
© Copyright 2021 Transamerica Retirement Solutions, LLC. All rights reserved.
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This material is being provided for informational purposes only. It should not be viewed as an investment recommendation by Transamerica for customers or prospective customers. Customers seeking advice regarding their particular investment needs should contact a financial professional.
© Copyright 2019 Transamerica Retirement Solutions, LLC. All rights reserved.