Get Box 15648, Amarillo, Tx 79105-5648

This guide will provide clear instructions on how to complete the Cash Distribution Form for VALIC Annuity Accounts online. Whether you have legal experience or not, each step will be outlined to ensure a smooth process.

Follow the steps to complete the form online.

1. Press the ‘Get Form’ button to access the Cash Distribution Form and open it in your preferred editing tool.
2. Begin by providing your client information. Fill in your name, social security number or tax ID, daytime phone number, and date of birth in the designated fields.
3. In the distribution request section, select either Option A for withdrawal or Option B for surrender. For a withdrawal, specify the amount or percentage for each fund from which you wish to withdraw.
4. Indicate the reason for distribution. Mark the relevant options for your situation concerning separation from service, disability, or any other qualified reason.
5. Provide income tax withholding information. Specify whether you want federal and state taxes withheld, including any percentage amounts as applicable.
6. Fill in mailing instructions for where to send the distributed funds. If your address has changed, indicate the new permanent address.
7. Complete the spousal consent section if required based on your marital status and attach necessary documentation if applicable.
8. If you are required to provide vesting determination or plan administrator approval, ensure these sections are filled by the respective parties.
9. Conclude by providing your signature and date in the client approval section, certifying that all information is complete and accurate.
10. Once all sections are filled out, save the changes made to the document. You can then download, print, or share the completed Cash Distribution Form as needed.

Complete your Cash Distribution Form online today for a hassle-free experience.