Get Valic Rmd Form

Completing the Valic Rmd Form online is an essential step for participants to request their required minimum distribution. This guide provides clear instructions on how to navigate each section of the form effectively.

Follow the steps to fill out the Valic Rmd Form online

1. Click ‘Get Form’ button to access the Valic Rmd Form and open it in your preferred online editor. This will allow you to start completing your form.
2. Begin by filling out the 'Participant Information' section. Provide your Social Security Number, birth date, name, address, city, state, daytime phone, e-mail address, evening phone, ZIP code, and employer.
3. Next, confirm your employment status by selecting the appropriate option: ‘Active’ or ‘Terminated/Retired’ and provide the date of termination or retirement if applicable.
4. In the 'Required Minimum Distribution Election' section, choose your preferred option regarding the timing of your distributions. Indicate if you are deferring your distribution, opting for installment payments, or completing a Final Distribution Form.
5. If you selected an installment payment method, specify the details in the subsequent fields, including whether your primary beneficiary is a spouse or if other adjustments are necessary.
6. Establish your 'Required Minimum Distribution Schedule' by selecting the frequency and timing of your distributions. Indicate whether you prefer monthly, quarterly, semi-annually, or annually.
7. Complete the 'Voluntary Tax Withholding Election' by selecting whether to withhold federal and applicable state taxes from your payments. Provide the specified rate or dollar amount if necessary.
8. Sign and date the form in the designated area. Remember that a Notary Seal of Approval is required for validation.
9. Return the completed form to the CWA Trust Office by mailing or faxing it as per the provided contact details.
10. After submission, save changes to your document. You may download, print, or share the completed form as needed.

Start completing your Valic Rmd Form online today to ensure your required minimum distributions are processed efficiently.