Get Valic Death Claim Form

Filling out the Valic Death Claim Form online is a straightforward process that ensures the timely processing of claims. This guide will provide clear and detailed instructions on how to complete each section of the form to facilitate a smooth submission.

Follow the steps to complete the Valic Death Claim Form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin by entering your client information. Fill in your name and Social Security Number or Tax ID. Also, select your marital status from the provided options.
3. Indicate whether you want to change the beneficiary information on all your VALIC accounts or specify only certain accounts. List these accounts as necessary.
4. When designating beneficiaries, ensure you provide the full names and any applicable details such as phone numbers, addresses, and relationships for each primary beneficiary.
5. For any minor beneficiaries, complete Section 3 by naming a custodian under your state's Uniform Transfers to Minors Act.
6. If applicable, complete the ERISA Spousal Consent section, ensuring your spouse signs in the designated area. This must be witnessed by a Notary Public or Plan Administrator.
7. Review all information for accuracy and completeness. Confirm that the total distribution percentages equal 100% for both primary and contingent beneficiaries.
8. Affix your signature in the Client Approval section, indicating your agreement with the information provided on the form.
9. Finally, choose to save your changes, download, print, or share the completed form for submission. Ensure you submit it via fax or mail as indicated.

Complete the Valic Death Claim Form online today to ensure timely processing of your claim.