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Ce and Mailing Address: 4333 Edgewood Rd. NE, Cedar Rapids IA 52499 Telephone: (800) 525-6205 Fax: (877) 355-4385 1. POLICY INFORMATION Policy Owner Policy Number Joint Owner (if applicable) Residential Address Citizenship: City, State, Zip q U.S. Citizen q Non-U.S.Citizen (Country of Citizenship: ) Please Choose: q Resident Alien q Non-Resident Alien 2. RIDER WITHDRAWAL ELECTION A Medallion Signature Guarantee may be required. See Section 8 for details. Unless othe.

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On the financial strength side, Transamerica has a solid A (Excellent) rating from AM Best, which indicates that it has historically been able to meet its financial obligations. On the other hand, the company came in second-to-last in J.D. Power's 2022 Individual Life Insurance Study.

Fidelity has a wider range of financial services and a strong commitment to innovation, while Transamerica has a long history of providing reliable and trustworthy financial services and a focus on personalized solutions and financial education.

The Stable Account is a fixed account option that is only available if you elect a living benefit. The guaranteed minimum interest rate is 0.25% for non-New York and 2.90% for New York. All guarantees, including optional living benefits, are based on the claims-paying ability of the issuing insurance company.

The Retirement Income Max® rider provides this powerful protection by guaranteeing an increase to your Withdrawal Base while you delay withdrawals. All guarantees are based on the claims-paying ability of Transamerica Life Insurance Company.

Transamerica ranked No. 21 out of 22 companies for customer satisfaction in J.D. Power's 2022 U.S. Individual Life Insurance Study. J.D. Power. 2022 U.S. Individual Life Insurance Study.

A fund facilitation fee of up to 0.60% annually may apply for certain investment options. Retirement Income Max® has a fee of 1.35% for Single and Joint Life.

Fidelity wins our best overall retirement plan for brokerage companies thanks to a strong selection of IRA options, low costs, and variety of investment choices. You'll find that no matter your income and financial background, Fidelity offers an IRA that aligns to your situation.

Here's what you can expect if you cash out: 20% will be immediately withheld for federal taxes. 10% IRS early withdrawal penalty if you are under the age of 59 ½ (additional state penalties may apply). Depending on your tax bracket, you may have to pay additional taxes when you file your federal income taxes.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232