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How to fill out the Valic Uf online
Filling out the Valic Uf form is an essential step for managing your annuity accounts held with VALIC. This guide will provide you with clear instructions on each section of the form, enabling you to complete it accurately and efficiently.
Follow the steps to successfully complete the Valic Uf form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin with the client information section. Fill in your full name, account number(s), and social security number or tax ID. Ensure all information is accurate to prevent processing delays.
- If you are making a name change, attach a copy of your driver’s license, Social Security card, marriage certificate, or court decree. Specify your previous name and your new name, along with the reason for the change.
- For an address or telephone number change, input your new address, including the city, state, and ZIP code. Also, update your work and home phone numbers.
- If you need to correct your social security number or date of birth, attach the appropriate documents, including your Social Security card and a copy of your driver’s license or birth certificate. Provide both the incorrect and correct SSN or date of birth.
- If initiating a non-qualified deferred annuity ownership change, check the appropriate box and provide the necessary details for the new owner, including name, SSN, date of birth, and address. Be aware of the tax implications for ownership changes.
- Decide on the delivery option for your documents. Either provide your email address for electronic delivery or choose to continue receiving printed materials.
- Finally, certify that the information provided is true by signing and dating the form. Review all sections to ensure accuracy before submission.
- Once completed, fax the form to 1-800-858-2542 or mail it to VALIC Document Control at the specified address for processing.
Start filling out your Valic Uf form online today to manage your annuity efficiently.
While AIG and VALIC are affiliated, they serve distinct purposes. AIG acts as the overarching corporation, while VALIC specializes in retirement services. Therefore, when you choose Valic Uf, you gain access to a wealth of resources crafted for your retirement planning needs.
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