- 7,012
Thank you sir.
Transamerica NEW Social Security Billing form for Direct Express
- Thread starter OregonDuckLaw
- Start date
Thank you sir.
- 1,410
Here's an idea for Transamerica... make an instant decision e-app that automatically converts the direct express card numbers into the token in the back end...
I won't even charge ya for that one
I won't even charge ya for that one
I haven't done any Trans direct express in a while. I just talked to a rep for 15 mins. You don't have to put the token on the ssba form. Its not mandatory. If you don't it slows the app processing by a day or 2 as it has to go to the indexing dept to get a token #. Are agents getting the token # at the clients house or when they get home before turning the app in?Also with the token # can a client update there card info on the phone vs having to send a new form in?
- 7,012
Better call back and talk to someone else lol. They just made a new SSBA form. Attached.
- 5,947
Are they using a transition time for this change?
- 7,012
Who knows? I'm piecing things together from emails, new docs and rumors here.
- 5,947
I've learned never to put Trans business in when tired or in a hurry... now we have the unknown... haven't done a DExp recently and may hold off till this all gets worked out.
- Thread starter
- #28
OregonDuckLaw
Expert
- 49
Wow that's interesting that there IS a form now. The first Trans Rep said there is a form but I couldn't find it anywhere on their site, the 2nd and 3rd rep both said there is NO form just write "T" before the direct express number. I'll stick with the form now. I always call Transamerica the DMV of insurance companies, but I"m a glutton for punishment they are usually my go to company.
- 7,012
I could only find it under form search and not trans marketing supplies.
