Administration and Forms

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Administration & Forms

Claims

Claimant's Statement - for Investment Products CL766 06/2010
Claimant's Statement - Life Insurance Claim CL213 06/2011
Claimant's Statement - Life Insurance Claim (Fillable PDF) CL213_FF 06/2011
Claimant's Statement of Professional Overhead Expenses CL357 10/2010
Critical Illness Attending Physician's Statement CL1476 08/2012
Critical Illness Claimant's Statement CL1477 08/2012
CriticalAdvantage - Claimant's Statement CL1007 07/2010
Initial attending physician’s statement - for Disability and Waiver Claims CL1008 04/2013
Initial attending physician’s statement - for Disability and Waiver Claims (Fillable PDF) CL1008_FF 02/2013
Insured’s statement for disability and waiver claims CL1009 04/2013
Insured’s statement for disability and waiver claims (Fillable PDF) CL1009_FF 02/2013
Physician's Statement Proof of Death CL990 01/2010
Questions to Be Posed When a Consort Claims as Beneficiary CL580 11/2011
Residual Income Loss - Current Earnings Statement CL383 10/2010
Residual Income Loss - Prior Earnings Statement CL356 10/2010
Statement of Persons Insured Under Family Insurance Rider CL578 11/2011

Investment Products

Applications
- Application to Convert from a RRIF to an RRSP Form IP1119 03/2007
- GIA Application IP1303 04/2010
- imaxxGIF Application IP881 11/2012
- Single Premium Immediate Annuity (SPIA) Application IP-NB151 11/2011
- Single Premium Immediate Annuity (SPIA) Application (Fillable PDF) IP-NB151_FF 11/2011
- Transamerica GIF Application IP1299 11/2012
- Transamerica GIF Application (Fillable PDF) IP1299_FF 11/2012
- Transamerica GIF TFSA Application IP1302 11/2012
- Transamerica GIF TFSA Application (Fillable PDF) IP1302_FF 11/2012
- Transfer from a Registered Qualified Policy to an imaxxGIF Contract Application IP1212 06/2009
Forms
- Dealer/Nominee Transfer Form IP1186 11/2008
- IMS Fund Base Guarantee Form IP1292 09/2009
- Interest Rate Guarantee Form IP400 02/2006
- Investment Products Financial Services Form IP416 01/2011
- Investment Products Limited Power of Attorney IP177 01/2009
- Investment Products Non-Financial Change Form IP426 09/2010
- Locking-In Agreement – TLC IP533 11/2004
- Plan Type Registration Change IP421 12/2008
- Pre-Authorized Chequing (PAC) Authorization Form IP1308 01/2011
- Transfer Authorization for Registered and Non-registered Investments IP182 08/2011
- Transfer Authorization for Registered and Non-registered Investments (Fillable PDF) IP182_FF 08/2011
- Transfer of Ownership IP1270 05/2009
Fund Code Charts
- Five for Life fund code chart IP1348 11/2012
- GROWSafe/GROWSafe2 Fund Code Chart IP1372 05/2013
- imaxxGIF Fund Code Chart IP884B 04/2013
- IMS Fund Code Chart IP1373 01/2010
- Investment Objectives and Fund Codes for Transamerica Life Canada segregated funds IP1490 05/2013
- Transamerica GIF Fund Code Chart IP1347 11/2012
- Transamerica Investment Portfolio (TIP) Fund Code Chart IP653 03/2013
Guides
- "IN GOOD ORDER" (IGO) TRANSACTION GUIDELINES IP59 09/2012
- imaxx™ Guaranteed Investment Funds - Fund Information Folder IP883 11/2012
- imaxx™ Guaranteed Investment Funds - Information Folder IP882 11/2012
- Product Comparison Chart for - “Transfer from a Registered Qualified Policy to an imaxxGIF Contract” IP1281 05/2013

Policy Change & Administration

Address Change Form (Fillable PDF) TLC1527_FF 05/2013
Allocation Form PS425 12/2012
Bonus Amount Allocation Amendment LP338 10/2004
Change of Beneficiary PS367 08/2012
Collateral Assignment Form PS391 01/2010
Conversion Application LP1285 08/2012
Corporate/Non-Corporate Entity Ownership Form IP-LP1166 06/2008
Disability Application for Policy Change PC385 10/2005
Fund Code Chart LP946 12/2012
How to Complete Transamerica's Allocation Form LP955 11/2008
Identity and Third Party Determination Form (Fillable PDF) IP-LP782_FF 12/2008
Life Operations Administrative Guide "In Good Order" (IGO) Transaction Guidelines LP1352 01/2011
Limited Power of Attorney LP183 09/2007
Notice of Transfer of Ownership PS371 04/2012
Overview of changes to imaxx TOP Portfolios affecting life products FAQ IP512 11/2012
Policy Change Application LP386 08/2012
Policy Service Application PS339 03/2013
Politically Exposed Foreign Person Form (Fillable PDF) IP-LP1165_FF 12/2008
Quebec Hypothec Assignment Form PS1462 04/2012
Remittance Receipt for Policy Payments Only PS355 10/2004
Request for Change of Servicing Representative - Fillable PDF DCC369 12/2005
Request for Pre-Authorized Debit Service PS375 04/2010
Request for Registration as an RRSP PS341 01/2011
Successor Owner PS373 12/2008
VIO/GIOFund Code Chart LP946C 12/2012

New Business & Underwriting

Alcohol Usage Questionnaire UW-ALCQ377 11/2006
Applicant Diabetic Questionnaire UW-DIABQ381 05/2007
Arthritis Questionnaire UW-ARTHQ380 11/2006
Attending Physician's Diabetic Questionnaire UW-DRCMQ382 11/2006
Aviation Questionnaire UW-AVIQ312 11/2006
Back Pain Questionnaire UW-BACKQ351 11/2006
Blood Pressure Questionnaire UW-BPQ365 11/2006
Broker's Declaration UW-BRDC396 11/2006
Check-Up Questionnaire UW-CHECQ364 11/2006
Chest Pain Questionnaire UW-CPQ366 11/2003
Confidential Business Financial Questionnaire UW-BFINQ361 11/2006
Confidential Personal Financial Questionnaire UW-PFINQ362 11/2006
Drug Usage Questionnaire UW-DRUGQ378 11/2006
Foreign Travel Questionnaire UW-FTQ399 08/2004
Gastrointestinal Questionnaire UW-GIQ348 11/2006
Headache Questionnaire UW-HEADQ350 11/2006
Insurance Application LP257 08/2012
Insurance application (Fillable PDF) LP257_FF 08/2012
Interpreter's Declaration UW-INDC397 11/2006
Medical Authorization LP1094 05/2009
Motor Vehicle Authorization UW-MVR894 10/2004
Motorized Vehicle Questionnaire UW-DRIVQ379 11/2006
Motorized Vehicle Racing Questionnaire UW-RACEQ401 11/2006
Mountaineering Questionnaire UW-MTNQ398 11/2006
Nervous Disorder Questionnaire UW-NERVQ346 11/2006
Non-Medical UW-NMED363 01/2010
Notice of Pending Life Reinsurance UW-LP412 11/2006
Occupation Questionnaire UW-OCCQ353 11/2006
Parachuting/Skydiving Questionnaire UW-PARAQ394 11/2006
Personal History Questionnaire UW-LP40PH 04/2008
Respiratory Questionnaire UW-RESPQ347 11/2006
Scuba Diving Questionnaire UW-SCUQ395 11/2006
Seizure Questionnaire UW-SEIZQ349 11/2006
Smoking and/or Tobacco Questionnaire UW-SMOKQ376 11/2006
Supplement to the Insurance Application LP343 12/2012
Underwriting Build Chart LP1403 11/2010
Underwriting Requirements Chart LP501 12/2012
Underwriting Requirements Chart for Policy Changes LP1416 11/2010

Fillable Forms

Address Change Form (Fillable PDF) TLC1527_FF 05/2013
Claimant's Statement - Life Insurance Claim (Fillable PDF) CL213_FF 06/2011
Identity and Third Party Determination Form (Fillable PDF) IP-LP782_FF 12/2008
Initial attending physician’s statement - for Disability and Waiver Claims (Fillable PDF) CL1008_FF 02/2013
Insurance application (Fillable PDF) LP257_FF 08/2012
Insured’s statement for disability and waiver claims (Fillable PDF) CL1009_FF 02/2013
Politically Exposed Foreign Person Form (Fillable PDF) IP-LP1165_FF 12/2008
Single Premium Immediate Annuity (SPIA) Application (Fillable PDF) IP-NB151_FF 11/2011
Transamerica GIF Application (Fillable PDF) IP1299_FF 11/2012
Transamerica GIF TFSA Application (Fillable PDF) IP1302_FF 11/2012
Transfer Authorization for Registered and Non-registered Investments (Fillable PDF) IP182_FF 08/2011

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