Get Valic Vl 12837 2017-2026

Filling out the VALIC VL 12837 form for an unforeseeable emergency withdrawal is a straightforward process. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully fill out the VALIC VL 12837 online.

1. Click ‘Get Form’ button to access the VALIC VL 12837 form online.
2. Begin by entering 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, specify the amount you wish to withdraw due to severe financial hardship. If you would like to include estimated taxes in your withdrawal, indicate the amount accordingly.
4. Select whether you want the distribution to be pro-rata against all funds or specify distributions from individual funds by entering the fund codes and amounts.
5. Provide the reason for your distribution by checking the appropriate box(es) that best describe your financial hardship situation.
6. Complete the income tax withholding information by selecting whether you want taxes withheld and the specific percentage, if applicable.
7. In the delivery instructions section, note your preference for receiving the funds. If your banking information is already provided, you may receive an electronic transfer; otherwise, funds will be mailed to your registered address.
8. Ensure the plan administrator's approval is obtained if required. They should fill out their section on the form to confirm your request.
9. Sign and date the client approval section, certifying that all information provided is complete and accurate.
10. Once all relevant fields are completed and verified, save any changes made to the form. You may then choose to download, print, or share the completed document.

Complete your VALIC VL 12837 form online today for a smooth withdrawal process.