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Complete your forms in just 15 minutes with Notarize!

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Complete your forms in just 15 minutes with Notarize!

Transamerica has partnered with Notarize to offer a simple, safe, and secure process to complete and submit your forms online.

Notarize offers 24x7 access to commissioned online notaries, allowing you to complete your forms at your convenience – anywhere, anytime.

If your form requires a medallion signature guarantee: Transamerica will accept a notarization through Notarize as an alternative to this requirement.

Please note: If your form requires a signature from your employer or plan administrator, your form cannot be submitted through Notarize. You will be required to obtain the additional signature(s) and submit the form to Transamerica.

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How It Works

The Process

Form inputs

1. Upload your form.

Upload all the pages of your form as a single PDF. You can complete the form prior to upload, or upload it blank and fill it out using Notarize's annotation tools, but do not sign the form before uploading. You need to sign the document in the notary session.

There are two unique signing options. Please pick the one that best suits your needs:

  • If your form does not require spousal consent, click here.
  • If your form requires spousal consent, you and your spouse will both need to be located in the same room during the notary session, click here.

1. Upload your form.

Upload all the pages of your form as a single PDF. You can complete the form prior to upload, or upload it blank and fill it out using Notarize's annotation tools, but do not sign the form before uploading. You need to sign the document in the notary session.

There are two unique signing options. Please pick the one that best suits your needs:

  • If your form does not require spousal consent, click here.
  • If your form requires spousal consent, you and your spouse will both need to be located in the same room during the notary session, click here.
An ID displayed on a phone

2. Verify your identity.

Notarize will use multi-factor authentication to verify your identity and ensure the authenticity of your government-issued ID. You'll be asked to answer a few questions and to capture the front and back of your ID using your computer or phone.

2. Verify your identity.

Notarize will use multi-factor authentication to verify your identity and ensure the authenticity of your government-issued ID. You'll be asked to answer a few questions and to capture the front and back of your ID using your computer or phone.

Graphic of a screenshot on a phone

3. Connect with a live notary agent.

You'll then connect with a licensed remote notary public over a live video feed to sign your form. The notary will confirm your identity, witness the application of your signature, and assist you throughout the process.

3. Connect with a live notary agent.

You'll then connect with a licensed remote notary public over a live video feed to sign your form. The notary will confirm your identity, witness the application of your signature, and assist you throughout the process.

Person with laptop and phone in hand

4. You're finished!

Notarize automatically submits your completed form to Transamerica for review. Transamerica will typically process your request within 3 business days. You can access your completed documents from within your Notarize account at any time.

Please do not mail or fax a copy of this form to Transamerica.

Please note: If your form requires a signature from your employer or plan administrator, your form cannot be submitted through Notarize. You will be required to obtain the additional signature(s) and submit the form to Transamerica.

4. You're finished!

Notarize automatically submits your completed form to Transamerica for review. Transamerica will typically process your request within 3 business days. You can access your completed documents from within your Notarize account at any time.

Please do not mail or fax a copy of this form to Transamerica.

Please note: If your form requires a signature from your employer or plan administrator, your form cannot be submitted through Notarize. You will be required to obtain the additional signature(s) and submit the form to Transamerica.

Woman on phone smiling

4. You're finished!

Notarize automatically submits your completed form to Transamerica for review. Transamerica will typically process your request within 3 business days. You can access your completed documents from within your Notarize account at any time.

Please do not mail or fax a copy of this form to Transamerica.

Please note: If your form requires a signature from your employer or plan administrator, your form cannot be submitted through Notarize. You will be required to obtain the additional signature(s) and submit the form to Transamerica.

4. You're finished!

Notarize automatically submits your completed form to Transamerica for review. Transamerica will typically process your request within 3 business days. You can access your completed documents from within your Notarize account at any time.

Please do not mail or fax a copy of this form to Transamerica.

Please note: If your form requires a signature from your employer or plan administrator, your form cannot be submitted through Notarize. You will be required to obtain the additional signature(s) and submit the form to Transamerica.

Woman on phone smiling

Prepare what you'll need

NOTE: If your form requires a medallion signature guarantee: Transamerica will accept a notarization through Notarize as an alternative to this requirement.


To promote a quick and easy signing experience, please come to your online notary meeting with the following:

  • A single, unsigned PDF that includes all your form pages.
  • The last 4 digits of your U.S. Social Security Number and a valid form of ID.
  • A smartphone, tablet, or computer with audio and video capabilities and a valid email address.
  • A credit card to pay the $25 notarization fee.

To get started, please select the option that best suits your needs:

SINGLE PARTICIPANTS: CLICK HERE
MARRIED PARTICIPANTS: CLICK HERE

NOTE: If your form requires a medallion signature guarantee: Transamerica will accept a notarization through Notarize as an alternative to this requirement.


To promote a quick and easy signing experience, please come to your online notary meeting with the following:

  • A single, unsigned PDF that includes all your form pages.
  • The last 4 digits of your U.S. Social Security Number and a valid form of ID.
  • A smartphone, tablet, or computer with audio and video capabilities and a valid email address.
  • A credit card to pay the $25 notarization fee.

To get started, please select the option that best suits your needs:

NOTE: If your form requires a medallion signature guarantee: Transamerica will accept a notarization through Notarize as an alternative to this requirement.


To promote a quick and easy signing experience, please come to your online notary meeting with the following:

  • A single, unsigned PDF that includes all your form pages.
  • The last 4 digits of your U.S. Social Security Number and a valid form of ID.
  • A smartphone, tablet, or computer with audio and video capabilities and a valid email address.
  • A credit card to pay the $25 notarization fee.

To get started, please select the option that best suits your needs:

Forms of ID graphic

NOTE: If your form requires a medallion signature guarantee: Transamerica will accept a notarization through Notarize as an alternative to this requirement.


To promote a quick and easy signing experience, please come to your online notary meeting with the following:

  • A single, unsigned PDF that includes all your form pages.
  • The last 4 digits of your U.S. Social Security Number and a valid form of ID.
  • A smartphone, tablet, or computer with audio and video capabilities and a valid email address.
  • A credit card to pay the $25 notarization fee.

To get started, please select the option that best suits your needs:

SINGLE PARTICIPANTS: CLICK HERE
SINGLE PARTICIPANTS: CLICK HERE
MARRIED PARTICIPANTS: CLICK HERE
SINGLE PARTICIPANTS: CLICK HERE
MARRIED PARTICIPANTS: CLICK HERE
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Still have questions?

Contact support@notarize.com with any technical questions about how to use the software.

This site is not owned or affiliated with Transamerica Retirement Solutions, LLC or its affiliates (collectively, "Transamerica"). Please note that Transamerica is not responsible for the content on this site.

This site is owned and operated by Notarize, Inc. We at Notarize pride ourselves on providing helpful resources to help demystify notarization. We are not lawyers, and don't give legal advice, so always check with your own attorneys, advisors, or document recipients if you have unanswered questions about notarization or digitally notarized documents.

This site is not owned or affiliated with Transamerica Retirement Solutions, LLC or its affiliates (collectively, "Transamerica"). Please note that Transamerica is not responsible for the content on this site.

This site is owned and operated by Notarize, Inc. We at Notarize pride ourselves on providing helpful resources to help demystify notarization. We are not lawyers, and don't give legal advice, so always check with your own attorneys, advisors, or document recipients if you have unanswered questions about notarization or digitally notarized documents.