Valic forms 2025

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The document is a Mutual Fund Rollover/Transfer Out Form for 403(b) plan types, provided by VALIC Retirement Services Company. It outlines the process for clients to request rollovers or transfers of their retirement funds, detailing required information such as client details, rollover or transfer requests, distribution reasons, and necessary approvals. The form includes instructions on how to complete the rollover or transfer, tax implications, and requirements for documentation. It emphasizes the importance of understanding the rules surrounding eligible distributions and provides contact information for further assistance.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Are retirement funds safe from lawsuits?

Bottom line: federal law generally states that ERISA-qualified plans and retirement accounts arent vulnerable to creditor claims and similar hazards.

Is AIG the same as VALIC?

VALIC, a retirement plan provider for health care, K-12, higher education, government, religious, charitable and other not-for-profit organizations, will now be known as AIG Retirement Services.

What is the lawsuit against VALIC retirement?

The D.L. Markham dental practice, Auburn, Calif. sued the VALIC defendants in January 2021, complaining that VALICs fees were excessive while services and returns were insufficient. (The case was later moved to a U.S. District Court in Houston from a U.S. District Court in California.)

Why is there a class action lawsuit against VALIC?

sued the VALIC defendants in January 2021, complaining that VALICs fees were excessive while services and returns were insufficient. (The case was later moved to a U.S. District Court in Houston from a U.S. District Court in California.)

What is a distribution request form?

This form is to request a participant withdrawal from your retirement account with your employer. Whether you are rolling over the funds or taking a cash payment, you will need to review the Special Tax Notice included at the end of this form.

Can you take money out of VALIC?

WITHDRAWALS PRIOR TO AGE 59 1/2 MAY BE SUBJECT TO IRS PENALTY. PLEASE REFER TO YOUR CONTRACT/CERTIFICATE FOR ANY APPLICABLE EARLY WITHDRAWAL CHARGES. If no method is indicated, distributions will be made GROSS of all applicable charges. required before funds will be disbursed.)

How to fill out VALIC cash distribution form pdf?

How to fill out the VALIC Cash Distribution Form for Annuity Accounts? Download the VALIC Cash Distribution Form. Fill in your personal client information. Choose a distribution option: withdrawal or surrender. Provide the necessary account and fund details. Review and sign the form before submission.

What company owns VALIC?

VALIC and USL are owned by Corebridge Financial Inc., so rest assured that when you see these names on any forms, contracts, or even footnotes, you are still working with Corebridge Financial. Corebridge Financial has over 1,000 advisors who can help you with your financial needs.

Valic forms 2025

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