Get Valic Vl 20798 2009
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How to fill out the VALIC VL 20798 online
Completing the VALIC VL 20798 form online can streamline your process for rolling over or transferring your retirement funds. This guide provides clear, step-by-step instructions to help you fill out the form accurately and efficiently.
Follow the steps to fill out your VALIC VL 20798 form online
- Click the ‘Get Form’ button to obtain the VALIC VL 20798 online and open it in your preferred editor.
- Begin by entering your personal information in the 'Client Information' section. This includes your name, daytime phone number, Social Security Number or Tax ID, date of birth, group number, plan name, and plan number.
- Move to the 'Rollover/Transfer Out Request' section. Choose whether you are requesting a rollover or a transfer by checking the appropriate box. Remember to specify the receiving plan type for the rollover or transfer.
- Complete the 'Rollover Distribution Reason' section if you selected the Rollover option. Indicate the reason for the distribution, including separation from service or disability if applicable.
- Fill out the 'Special Instructions' section with any additional notes or requests you may have regarding this transaction.
- In the 'Payee Rollover/Transfer Company Mailing Instructions' section, provide the name, address, city, state, and ZIP code of the company receiving the transfer or rollover. Include any relevant attention lines.
- For the 'Vesting Determination for Employer Contribution Sources' section, enter relevant vesting information according to requirements from your employer's plan.
- Obtain necessary signatures: ensure that the Plan Administrator and Client approve the distribution by signing and dating their respective sections of the form.
- If applicable, your Financial Advisor must sign the 'Financial Advisor Authorization' section. Make sure this person is appointed with VALIC.
- Upon completing all sections, be sure to review the form for accuracy, then save your changes. You can download, print, or share the completed VALIC VL 20798 form.
Complete your VALIC VL 20798 form online today and ensure a smooth rollover or transfer of your investment.
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The new name for VALIC is AIG Retirement Services. This change reflects our commitment to providing more comprehensive financial solutions under the well-established AIG brand. VALIC VL 20798 continues to offer quality services designed to meet your retirement needs, ensuring you have access to the best investment options available. Transitioning to AIG does not affect the benefits or features you have come to expect from VALIC.
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