Access - Frequently Asked Questions
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Access FAQs
- Are there any special browser requirements to use the site?
- Why do I have trouble signing in from work?
- How do I join the plan and/or register for the site?
- How to create a strong password
- I’ve forgotten my password. What should I do?
- Can I change my username and/or password?
- I’ve forgotten my username. What should I do?
- When I try to sign in, the system doesn't recognize me. Why not?
- Why won't the site recognize my Social Security number?
- The system is telling me I can't register. Why?
- What information do I need to access my account online?
- I forgot which e-mail address I provided when I registered for the site and now I can't remember my password. What should I do?
- My e-mail address has changed since I registered or I no longer have access to my e-mail and I've forgotten my password. What can I do?
- Who can use the site?
- Where can I find my Contract ID/Sub ID?
- Why am I getting the Terms of Use page?
1. Are there any special browser requirements to use the site?
System and Browser Requirements To have an optimal Web experience and to gain access to all of the site's features and functionality, the user may need to meet minimum site, operating system and browser requirements.
Operating System Requirements include the following:
The site has been optimized to work best in Microsoft Internet Explorer (version 8.0 or higher), as well as Google Chrome, Mozilla Firefox, and Apple Safari. To check the current version of Internet Explorer, select HELP in your browser menu, then choose ABOUT INTERNET EXPLORER.
You can download a free copy of the latest version of Microsoft Internet Explorer, Chrome, Firefox, or Safari by clicking on the appropriate button below.
Some features and documents may require
The site works best with a minimum version of Adobe Flash Player 9 and a browser with JavaScript enabled.
The site is also optimized with the following display settings
- Display Screen Area 1024x768
- High Color (16-bit)
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2. Why do I have trouble signing in from work? You may be behind a corporate firewall at work. The firewall serves to enforce security policy on your network. Often, administrators restrict encrypted information, like your Transamerica account information, from entering networks. Verify your restrictions by contacting your company's network administrator.
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3. How do I join the plan and/or register for the site? On the homepage, under "Sign In," click on "New User? Get Started."
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4. How to create a strong password. Passwords may not contain spaces or the special characters < and >. Your username and password cannot be the same. Your password should be between 6 and 20 characters long and should include at least 3 out of 4 of the following:
Upper case letters
Lower case letters
Numbers
Special characters
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5. I’ve forgotten my password. What should I do? Please visit the Forgot Your Password page to reset your password.
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6. Can I change my username and/or password? You may change your username and/or password at any time by signing in and visiting your Profile page.
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7. I’ve forgotten my username. What should I do? On the homepage, under "Sign In," click on "Forgot Username?"
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8. When I try to login, the system doesn't recognize me. Why not? Confirm that you are using the correct username and password, check your spelling, and try again. If you continue to have problems, please contact us for assistance.
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9. Why won't the site recognize my Social Security number? Please enter your Social Security number without dashes or spaces. If you are still experiencing problems, please contact your plan administrator.
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10. The system is telling me I can't register. Why? Your account may not be active. Please contact us for assistance.
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11. What information do I need to access my account online? You will need a username and password in order to access your account. If you are a participant, you can create a unique username and password after we have successfully validated your identity online. If you are an employer, financial professional, or third party administrator, your username and password will be sent to you automatically via mail or e-mailed to you when you first set up an account with Transamerica.
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12. I've forgotten which e-mail address I used when I registered for Transamerica Retirement Solutions and now I can't remember my password. What should I do? Please contact us for assistance.
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13. My e-mail address has changed since I registered or I no longer have access to my e-mail, and I've forgotten my password. What can I do? Please contact us for assistance.
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14. Who can use the site? The Transamerica site has a wealth of information that is available to the general public. Our non-public sections of the site are designed for registered retirement plan participants, plan sponsors, financial professionals and third-party administrators. In order to access non-public areas of the site, you must be a client of Transamerica or be enrolled in a plan provided by Transamerica.
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15. Where can I find my Contract ID/Sub ID? Your Contract ID can be found on the bottom left-hand corner of the back cover of your transition newsletter. If you have not yet received a transition newsletter, you can obtain your Contract ID number from your plan administrator. Your Sub ID is the number following the hyphen after the Contract ID number, and is typically three or four digits in length.
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16. Why am I getting the Terms of Use page? The Terms of Use page provides you with information on limitation of liability, use of the site, jurisdictional issues, trademarks, service marks, copyrights, calculator data and plan data. If you are a first-time user, you must read and agree to the Terms of Use before you can access the site. Thereafter, the Terms of Use page will display once every year.
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