Get Valic Vl 8725 2018-2026

Filling out the VALIC VL 8725 cash distribution form online is a straightforward process. This guide provides step-by-step instructions to help you complete the form efficiently, ensuring all necessary information is accurately submitted for processing.

Follow the steps to complete the VALIC VL 8725.

1. Click ‘Get Form’ button to obtain the VALIC VL 8725 and open it in the editor.
2. Begin by filling out the 'Client Information' section. Include your full name, Social Security Number or Tax ID, daytime phone number, and date of birth.
3. In the 'Distribution Request' section, select between OPTION A (withdrawal) or OPTION B (surrender). Be mindful that selecting both options will delay processing.
4. If you choose OPTION A, specify the accounts you wish to withdraw from. Indicate amounts or percentages for each fund, or choose to distribute amounts pro-rata against available funds.
5. If you choose OPTION B, indicate which accounts you wish to surrender, and if you wish to terminate any outstanding loan(s) associated with the account.
6. Proceed to the 'Reason for Distribution' section. Select the appropriate option that indicates your situation, such as separation from service or permanent disability, and provide any required dates.
7. Fill in your income tax withholding preferences under 'Income Tax Withholding Information and Instructions'. Specify if you want to withhold federal or state taxes and indicate the percentage if applicable.
8. Select your delivery instructions. If your banking information is on file, distributions will be electronically transferred. Otherwise, a check will be mailed to the address on record.
9. Complete the 'Spousal Consent' section if applicable. Indicate your marital status and, if married, ensure your spouse provides consent as required.
10. Provide the necessary information for 'Vesting Determination for Employer Contribution Sources' if required.
11. Obtain the plan administrator's approval where necessary.
12. In the final section, review your client approval, ensuring all statements are complete and accurate before signing and dating the form.
13. Once completed, ensure all fields are accurately filled, then save changes. You can download, print, or share the form as needed.

Complete your VALIC VL 8725 form online today to ensure quick processing of your distribution request.