Get Tx Valic Vl 15169 2012-2025

The TX Valic VL 15169 is an administrative change form specifically designed for VALIC annuity accounts. This guide provides a clear, step-by-step approach to filling out the form online, ensuring that users can complete the necessary changes with ease and confidence.

Follow the steps to complete the form effectively:

1. Press the ‘Get Form’ button to obtain the TX Valic VL 15169 document in an editable format.
2. In the Client Information section, provide your full name, account number(s), and your Social Security Number (SSN) or Tax ID. Ensure all details are entered accurately.
3. If you are requesting a name change, attach a relevant document such as your driver’s license or marriage certificate. Indicate the reason for the name change by selecting one of the options provided.
4. In the Address/Telephone Number Change section, specify whether the change is for mailing, residence, or both. Enter your new address along with your work and home phone numbers.
5. If you need to correct your SSN or date of birth, attach a copy of your Social Security card and the necessary identification. Enter the incorrect and corrected SSN and date of birth in the given spaces.
6. For a Nonqualified Deferred Annuity Ownership Change, check the appropriate box indicating the type of change. Fill in the account number, the new owner's details, and their relationship to you.
7. In the Delivery Option Election section, choose your preferred method of receiving documents, either electronically or in printed form, by providing your email address if choosing electronic delivery.
8. Finally, certify the accuracy of the information provided by signing and dating the Client Approval section. Include your printed name.
9. Once completed, you can download, print, and save the form or share it as necessary. Ensure you fax or mail the completed form to VALIC Document Control for processing.

Complete your TX Valic VL 15169 form online today for a seamless administrative change.