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  • Valic Vl 8725 2017

Get Valic Vl 8725 2017-2026

Box 15648, Amarillo, TX 79105-5648 Call 1-800-448-2542 for assistance. 1. CLIENT INFORMATION Name:_____________________________________________________________________ SSN or Tax ID: ________________________________________________ Daytime Phone: (_______)_________________________________ Date of Birth: _______________________________ 2. DISTRIBUTION REQUEST Please select either OPTION A or OPTION B below. Selecting both options will delay processing your distribution request. In acc.

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How to fill out the VALIC VL 8725 online

Filling out the VALIC VL 8725 cash distribution form can seem daunting, but this guide will simplify the process. Follow the steps below to successfully complete the online form and ensure your distribution request is processed smoothly.

Follow the steps to fill out the VALIC VL 8725 form online.

  1. Press the ‘Get Form’ button to access the VALIC VL 8725 form and open it for editing.
  2. Begin by entering your client information in Section 1, including your name, Social Security Number or Tax ID, daytime phone number, and date of birth.
  3. Proceed to Section 2 for the distribution request. Choose either OPTION A (withdrawal) or OPTION B (surrender) by checking the appropriate box. If selecting OPTION A, specify the withdrawal amount or percentage from each fund listed.
  4. In Section 3, indicate your reason for distribution by selecting the appropriate option and providing any necessary dates if applicable.
  5. Next, review Section 4 for income tax withholding information. Specify your preferences regarding federal and state tax withholding.
  6. In Section 5, clarify delivery instructions for how you would like your funds distributed.
  7. Complete Section 6 if spousal consent is required. Indicate your marital status and ensure your spouse signs where required.
  8. If applicable, fill out Section 7 to determine the vesting status of employer contributions.
  9. In Section 8, obtain plan administrator approval if needed according to your employer’s plan rules.
  10. Once all sections are complete, review your entries for accuracy, then save your changes. You can download, print, or share the completed form as necessary.

Get started on filing your VALIC VL 8725 form online today to ensure a smooth distribution process.

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VALIC VL 8725 is not a traditional pension plan. Instead, it serves as a retirement savings option that allows individuals to build their retirement funds through tax-deferred contributions. Participants can invest in various financial products, giving them flexibility regarding their investment strategies as they save for retirement.

To take a distribution from your 403b involving VALIC VL 8725, start by understanding your plan’s rules regarding withdrawals. You will typically need to complete a distribution request form, which you can often find on the VALIC website or through your retirement plan administrator. Ensure you specify the amount and type of distribution you desire, such as a lump sum or periodic payments. If you need assistance, USLegalForms can provide helpful guidance in navigating the distribution process effectively.

Yes, VALIC changed its name to Corebridge Financial as part of a rebranding effort. This name change reflects their mission to provide modern financial solutions while maintaining their commitment to customers. The VALIC VL 8725 remains a popular product under the Corebridge brand, offering effective retirement planning options. You can find more details by checking out US Legal Forms.

Yes, VALIC and Corebridge are essentially the same entity following the rebranding. Corebridge Financial encompasses all VALIC products, including the VALIC VL 8725. This unified branding simplifies the customer experience while continuing to provide reliable financial services. To explore your options, visit US Legal Forms to access relevant forms and information.

VALIC is now known as Corebridge Financial. This change reflects the company's evolution and commitment to providing innovative financial solutions. If you're looking for information on the VALIC VL 8725, understand that this product is still part of Corebridge's offerings. You can find detailed information about Corebridge services on the US Legal Forms platform.

Yes, VALIC and Corebridge Financial refer to the same entity following VALIC's name change. Corebridge Financial encompasses the same trusted services and products you expect from VALIC, including VALIC VL 8725. This unity enhances the overall experience for clients seeking comprehensive financial solutions.

AIG acquired VALIC, which has helped reshape the company's strategic direction. This acquisition allows VALIC to tap into AIG's extensive experience in the financial sector. As a result, you'll find that products like VALIC VL 8725 offer improved features and reliability.

Yes, VALIC is now part of AIG, a well-known global insurance and financial services company. This transition allows VALIC to leverage AIG's vast resources and expertise in the financial landscape. Consequently, products like VALIC VL 8725 benefit from this integration, providing enhanced services to customers.

Yes, VALIC has undergone a name change in recent years. This change was part of a broader rebranding strategy to align with new ownership and business objectives. As a result, you may see references to VALIC VL 8725 associated with their latest offerings and services.

When you see VALIC VL 8725 on your paycheck, it usually refers to contributions made to your retirement savings plan with VALIC. These deductions help you build a financial foundation for your future. If you're unsure about the specifics of these deductions, our platform, US Legal Forms, can assist in providing the necessary forms and resources to clarify your retirement plan details.

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