Transamerica – TransWeekly Newsletter for June 2, 2016
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Forms
Trust Certification and Trustee Powers Form Update
As of May 20, 2016, the Trust Certification and Trustee Powers forms have been consolidated into one new form and will replace all previous versions on all the essential websites. The new form number is TRSTFM 1014.
There will be a 30-day transition period. The previous Trust forms will be accepted by new business if received on or before June 19, 2016. The new form will be required on all applications signed after June 19, 2016.
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Product Development & Management
Trendsetter Express Replaced by Trendsetter® LB in MA
Effective June 24, 2016, Trendsetter LB will be approved in Massachusetts. With this approval, Trendsetter Express will no longer be available for sale in Massachusetts.
All Trendsetter Express applications must be signed, dated and received in good order in the Cedar Rapids administrative office no later than June 24, 2016, in order to be accepted.
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Business Forms
Here is the most recent Transamerica Forms Update document, which can also be found on theTransACT home page, under the Now Available section.