transamerica.com

4.5
4.5 Based on 180 reviews

...

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Lee Weaver
Each year I broadcast this same message....When will 1099-INT forms be sent? We've called 6 times a

Each year I broadcast this same message....When will 1099-INT forms be sent? We've called 6 times and our information is not available. Employees state it's a different department and they can't even tell us amount of interest earned in 2025. I missed three appointments with H&R block waiting on TRANSAmerica to provide our 1099-INT form. Service sucks, employees talk around and dance around subject and after 45 minutes tell you they can't help. WHat changed? We used to call and they would e-mail 1099s that day. Now they state they cannot access 1099s or see the information. TRANS AMERICA was worst decision we ever made...same way with retirement deposit fund. They pushed the proceeds before we were even retirement eligible. They cleaned house and emptied the account to get rid of it. Terrible service!!!! SUCK Factor is 200%

1
Date of experience: Feb 19, 2026

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