Transamerica NEW Social Security Billing form for Direct Express

[HoosierLife]

Ok so I figured it out. You just go to link above, get the token number and put that in the place of the DE number on the SSBA form. You continue to use the same SSBA form. Put the expiration date in there like normal.

 

[MosesNewmanNAAIP]

N.A.A.I.P. contracts agents at level 61 - which is 120 for FEX and 110 for IUL. If you are receiving lower comp - call me .. and sign up for our free website and quoters.

 

[FinalExpenseDojo.com]

Ok so I figured it out. You just go to link above, get the token number and put that in the place of the DE number on the SSBA form. You continue to use the same SSBA form. Put the expiration date in there like normal.

Thanks for letting us know!

 

[HoosierLife]

Here's a video I made for our agents:

Changes to Trans SSBA

 

[Life Hawk]

I love transamerica.

Yeah... like a good enema.

 

[HoosierLife]

Yeah... like a good enema.

I would say more like a colonoscopy. Yeah they're a pain in the butt, but at least you get some good meds before the procedure

 

[goillini52]

I would say more like a colonoscopy. Yeah they're a pain in the butt, but at least you get some good meds before the procedure

Hey, I just had one of those yesterday. It wasn't THAT enjoyable.

When I woke up I was dressed. I don't remember doing it. Maybe the nurses got me dressed, and damn it, I can't remember a thing.

 

[kuhn123]

I was just on the phone with Transamerica policy service and they said as of 6/18/18 there is a new SSBA form. The Rep said they are no longer allowed to store Direct Express Card Numbers so you must go to a website enter in the card number and get a "Token Number" instead and put that on the new SSBA form. I looked under forms but did not see the new form. Anyone else hear about this?

Interesting. This was the same issue that dissuaded Americo from implementing credit/debit cards a couple years ago; the inability to charge cards every month without being able to legally store the card number in house.
I would imagine that this will filter down to all carriers eventually, just depends on how big/active their compliance depts are.

 

[mudhound]

what a PIA! I can not even think of some of my DX clients doing this themselves!
Just another hoop i must now go thru to write coverage with Trans or who ever

 

[Agentguy5]

Here's a video I made for our agents:

Changes to Trans SSBA

Great job on the training video Josh!