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Get Request To Transfer Funds - Agla Form 5038
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How to fill out the Request To Transfer Funds - AGLA Form 5038 online
This guide provides a clear and supportive approach to completing the Request To Transfer Funds - AGLA Form 5038 online. By following these detailed instructions, users can confidently fill out the form for transferring funds seamlessly.
Follow the steps to complete the form efficiently.
- Press the ‘Get Form’ button to access the Request To Transfer Funds - AGLA Form 5038 and open it in your online editor.
- Complete the customer information section by entering the owner's name and address. If the ownership is joint, include both individuals' names. Additionally, provide the Social Security or Tax ID number.
- Fill out the name and address of the current company holding the policy or contract, ensuring no P.O. Boxes are used. Include a valid telephone number and the policy/contract/account number.
- Indicate the status of your annuity/contract or life insurance policy by checking whether it is enclosed or lost/destroyed, and confirming it has not been assigned as collateral.
- Select how you wish to apply your exchange, transfer, rollover, or conversion funds by checking the appropriate option: a new contract, an existing AGLA contract, or a replacement transaction if applicable.
- Make your transfer selection by checking the relevant boxes under Trustee-to-Trustee Transfer, Nonqualified Fund Transfer, Section 1035 Exchange, or Conversion to Roth IRA, and complete the required corresponding sections.
- Provide liquidation instructions for the surrendering institution, specifying if the entire account or a partial amount should be liquidated, and include details on tax withholding elections as needed.
- Complete certification and transaction authorization sections, providing the required signatures and dates, including any necessary witness or notary signatures.
- Review all entered information for accuracy before saving the form. You may then download, print, or share the completed document as required.
Complete your Request To Transfer Funds - AGLA Form 5038 online today.
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