Get Valic Forms

This guide is designed to assist users in the completion of the Valic Forms online, ensuring a smooth and efficient process. By following the steps outlined below, users will be able to accurately provide their information and submit their requests for rollover or transfer effectively.

Follow the steps to complete the Valic Forms online.

1. Click ‘Get Form’ button to obtain the form and open it in your document editor.
2. Begin by entering your client information in Section 1. Fill out your name, daytime phone number, social security number or tax ID, date of birth, group number, plan name, and plan number in the provided fields.
3. Proceed to Section 2 to indicate whether you are requesting a rollover or a transfer out. Check the appropriate box and provide additional details as specified, including the receiving plan type and retirement date if known.
4. In Section 3, if you selected 'Rollover Distribution,' specify the reason for this distribution by checking the corresponding option and providing necessary details such as dates.
5. For Section 4, enter any special instructions you may have related to your request.
6. Fill out Section 5 with the payee rollover/transfer company mailing instructions, including the company name, account number, attention line, address, and city/state/ZIP code.
7. Complete Section 6 regarding vesting determination for employer contribution sources if required.
8. If necessary, have the plan administrator approve the request in Section 7, ensuring their signature is included.
9. Sign and date Section 8 to confirm client approval of the rollover/transfer and the accuracy of the information provided.
10. If applicable, secure the financial advisor's authorization in Section 9 by obtaining their signature and number.
11. Finally, save your changes, and choose to either download, print, or share the completed form as needed.

Start filling out your Valic Forms online to ensure a seamless transaction process.