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Get Valic Forms 2020-2025
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How to fill out the Valic Forms online
Filling out the Valic Forms online is a straightforward process that ensures your distribution requests are handled efficiently. This guide provides step-by-step instructions to help you complete each section accurately.
Follow the steps to complete the Valic Forms online.
- Press the ‘Get Form’ button to access the Valic Forms and open them in your preferred online editor.
- Begin with the Client Information section. Enter your name, Social Security Number or Tax ID, daytime phone number, and date of birth in the designated fields.
- Proceed to the Distribution Request section. Choose either Option A for Withdrawal or Option B for Surrender. Specify your preferences regarding funds and accounts as instructed.
- In the Reason for Distribution section, mark the applicable reasons for your request. Ensure you provide any required dates and documentation, especially for disability or separation from service.
- Next, provide the Income Tax Withholding information. Indicate your preferences for federal and state tax withholding, specifying any amounts as needed.
- Fill out the Special Instructions and Mailing Instructions. Ensure your permanent address is correct, or specify a new address if applicable.
- If required, complete the Spousal Consent section. Provide the necessary details for marital status and spousal agreement, ensuring signatures and notarization where necessary.
- If applicable, fill out the Vesting Determination section with the information required by your employer regarding hours worked or vesting status.
- Submit the form for Plan Administrator Approval if required. Ensure the proper signatures are obtained.
- Finalize your submission by providing your Client Approval signature and date, ensuring all statements are complete and accurate.
- Once all sections are completed, save your changes, and choose to download, print, or share the form as needed.
Start completing your Valic Forms online today for a seamless distribution process.
Indeed, VALIC provides a 403B plan tailored for eligible employees in non-profit organizations. This particular retirement savings plan allows you to contribute pre-tax dollars, which can grow tax-deferred until retirement. Use VALIC forms to ensure you take advantage of this beneficial retirement saving opportunity.
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