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SUITABILITY NOTIFICATION Thank you for choosing Transamerica for your clients retirement needs. If Transamerica is responsible for performing the suitability review, the following forms may be required

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What is suitability notification?

Suitability notification is a requirement for individuals or entities to report any changes in their suitability status to the appropriate regulatory body.

Who is required to file suitability notification?

Individuals or entities who hold a license or registration that requires them to maintain a certain level of suitability.

How to fill out suitability notification?

The suitability notification can usually be filled out online through the regulatory body's website or by submitting a paper form with the required information.

What is the purpose of suitability notification?

The purpose of suitability notification is to ensure that license holders maintain a level of suitability and report any changes that may affect their ability to perform their duties.

What information must be reported on suitability notification?

Information such as changes in employment status, criminal record, financial problems, or any other factors that may impact suitability.

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