Transamerica- June Operational Updates + Improvements to Underwriting Process
| Keep up to date with Transamerica’s newest operational information, administrative changes, dates to know, and resources.
Underwriting Guide Updates Starting June 25, we’re streamlining underwriting requirements to make it easier for agents and their clients. As a result, the electrocardiograph (ECG or EKG) is being removed as a routine requirement for certain age and face amounts on Transamerica Financial Foundation IUL (FFIUL), Trendsetter® Super Series, Trendsetter® LB, and Transamerica LifetimeSM. Final Expense Solutions Portfolio is not affected. The Request for Transcript of Tax Return, IRS Form 4506-C will now only generate as a routine requirement when the application face amount is $5 million or more for FFIUL and Trendsetter Super. Final Expense Solutions Portfolio is not affected. |
| Take a look at these Underwriting Guides to see all the updates: | ||||
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