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Get Valic Vl 20798 2015-2026
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How to fill out the VALIC VL 20798 online
Filling out the VALIC VL 20798 form online can be straightforward with the right guidance. This form is essential for initiating rollovers or transfers for 403(b) plan types. Follow the steps below to complete the form accurately and efficiently.
Follow the steps to complete the VALIC VL 20798 form online.
- Click 'Get Form' button to access the VALIC VL 20798 form and open it in your preferred document management tool.
- In the client information section, input your full name, social security number or tax ID, address details including city, state, and zip code, daytime phone number, and date of birth. Include your group number and plan details where applicable.
- Proceed to the rollover/transfer out request section. Indicate whether you are requesting a rollover or a transfer by checking the appropriate box. If you are making a transfer to purchase service credit, complete the additional information required.
- Select the type of receiving plan for the rollover or transfer. Make sure you choose from the options provided, such as 403(b), 401(a)/403(a), SEP or traditional IRA, etc.
- In the distribution type section, decide between a withdrawal or surrender. Provide the account numbers you wish to withdraw from and the amounts or percentages you want to distribute.
- If you indicated a rollover distribution, fill in the reason for the distribution, selecting from the provided options, such as separation from service or permanent disability.
- Complete any additional special instructions that may apply to your situation. Clearly detail any unique requests or considerations.
- In the payee rollover/transfer company mailing instructions, enter the recipient's company name, receiving account number, address details, and ensure to attach any required vendor documentation.
- Verify vesting determination for employer contribution sources, if applicable, and ensure that correct calculations are included for hours or months worked.
- Once all sections are completed, review the form for accuracy. You may then save the changes, download the completed form, or print it for mailing.
Complete your VALIC VL 20798 form online today for a seamless rollover or transfer process.
Related links form
VALIC offers a variety of retirement plans, including 403(b) plans, which are primarily for teachers and employees of nonprofit organizations. Additionally, they provide annuities and other financial products tailored for long-term savings and investment. With VALIC VL 20798, you can explore the ideal retirement solutions that fit your specific financial goals.
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