TA New Form Required or Optional???

[Dr. Pepper]

Lots of talk on this new form. From SSAB 0215 for social security. Is it required or just optional for someone on social security? Thanks in advance.

 

[Agentguy5]

Lots of talk on this new form. From SSAB 0215 for social security. Is it required or just optional for someone on social security? Thanks in advance.

Optional unless using DE

It has a MAJOR benefit though

Read over the form and see if you can't take a guess on what the benefit is!

 

[Dr. Pepper]

Coincides with the exact date of social security?

 

[Agentguy5]

Coincides with the exact date of social security?

DING DING DING! We have us a winner.

Yep, that form is the best thing that Transamerica has ever done. lol

 

[rousemark]

Not with Trans but there has been so much talk about this form, would somebody clue me in as to its purpose? Does seem to be a form other companies are using.

 

[sirherbie]

Has a check mark for survivor option. Really insignificant .

 

[rousemark]

Has a check mark for survivor option. Really insignificant .

Thanks.. .