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Valic unforeseeable emergency withdrawal form 2026
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- Click ‘Get Form’ to open the valic unforeseeable emergency withdrawal form in the editor.
- Begin by filling out the Client Information section. Enter your name, SSN or Tax ID, daytime phone number, and date of birth accurately.
- In the Distribution Request section, specify the amount you wish to withdraw due to severe financial hardship. Indicate if you want taxes included and select how you want funds distributed from your accounts.
- Next, check the appropriate boxes under Reason for Distribution to explain your financial hardship. Ensure that you provide accurate details as required.
- Complete the Income Tax Withholding information by indicating your preferences for federal and state tax withholding.
- Choose your Delivery Instructions for receiving funds, whether via Electronic Funds Transfer or check delivery.
- Ensure that both the Plan Administrator Approval and Client Approval sections are signed where necessary before submitting your form.
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Related links
If neither option is specified, the funds will be withdrawn in the following order: Fixed Account (FB001/FB004/FB009), Short Term Fixed (FP002), LargestRead more
You will need to call VALIC to obtain a form: (800) 448-2542. Complete the form and deliver it to the Dept. of Higher Education address below).Read more