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Get Valic Vl 14945 2010
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How to fill out the VALIC VL 14945 online
Filling out the VALIC VL 14945 form online is an essential process for designating beneficiaries for your retirement accounts. This guide will provide step-by-step instructions to ensure that you complete the form accurately and efficiently.
Follow the steps to successfully fill out the VALIC VL 14945 form online.
- Press the ‘Get Form’ button to access the VALIC VL 14945 document. This will enable you to open the form in the designated editing interface.
- Start by providing your client information in the designated fields. This includes your name, Social Security Number (SSN) or Tax ID, and marital status. Remember to attach any necessary documentation if you select 'Legally Separated.'
- In the beneficiary designation section, specify your beneficiaries. You can list individuals, institutions, estates, or trusts. Be sure to include names clearly, and if applicable, mark 'all my living children' for your children. Remember to indicate percentage allocations for beneficiaries, totaling 100%.
- If you are naming a minor as a beneficiary, fill out the custodian information as required by your state's guidelines for guardianship.
- Complete the ERISA spousal consent if you are designating a non-spouse as a primary beneficiary. Ensure your spouse understands and signs the section, then have the signature witnessed by a Plan Administrator or Notary Public.
- After completing the form, add your signature in the client approval section, confirming that the information you provided is accurate.
- Save your changes and prepare to submit the document. You can either fax the completed form to 1-800-858-2542 or mail it to the VALIC Document Control address provided.
Complete your VALIC VL 14945 form online today to ensure your beneficiary designations are accurately reflected.
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The name change of VALIC is part of a broader rebranding effort by AIG to unify its services under one recognizable brand. This change enhances clarity for customers regarding their retirement planning services. If you have questions about the implications of the name change, uslegalforms can provide you with helpful information.
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