Get Valic Vl 14118-roth 2002-2026

Filling out the VALIC VL 14118-ROTH form online is a straightforward process that allows users to manage their contributions to the 403(b) and 457(b) plans effectively. This guide will provide clear and step-by-step instructions to ensure you complete the form accurately and confidently.

Follow the steps to fill out the VALIC VL 14118-ROTH online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Select the applicable plan by checking one of the options: 403(b), 457(b), or Both. Indicate whether you are enrolling for the first time or making a change to an existing contribution amount.
3. Fill in your employer's name in the designated space.
4. Complete the participant information section with your name, social security number, date of birth, address, city, state, ZIP code, phone number, date of hire, employee number, GA number, and present annual salary.
5. In the 403(b) salary reduction section, specify the contribution amount you wish to participate with, including the contribution as a dollar amount or as a percentage of compensation. Indicate how many pay periods the contributions will apply to.
6. Repeat the step above for the 457(b) deferred compensation section, specifying the same details as in the previous step.
7. Review the commencement date for your contributions and input any necessary dates.
8. Ensure you understand that this form supersedes any previous agreements and will remain in effect until amended or terminated. It is important to be aware of the termination conditions listed in the form.
9. Finally, sign and date the agreement in the participant signature area and have your employer sign in the employer signature area.
10. Once completed, save your changes, and download, print, or share the form as needed.

Start completing your VALIC VL 14118-ROTH form online today for effective planning!