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Valic Retirement ServiceBetter Business Bureau Profile 2025

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4.4 out of 5

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The document is a Cash Distribution Form for VALIC Annuity Accounts, detailing the process for clients to request withdrawals or surrenders from their accounts. It includes sections for client information, distribution requests (withdrawal or surrender options), reasons for distribution, tax withholding instructions, delivery methods, spousal consent requirements, and vesting determinations. The form also outlines the implications of distributions on living benefits and provides guidance on rollover options and tax treatments related to various types of distributions.

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Click ‘Get Form’ to open the Valic Retirement Service Better Business Bureau Profile 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.
Move to the 'DISTRIBUTION REQUEST' section. Choose either OPTION A for withdrawal or OPTION B for surrender. Ensure you specify amounts or percentages clearly.
In the 'REASON FOR DISTRIBUTION' section, select the appropriate reason for your distribution from the provided options.
Complete the 'INCOME TAX WITHHOLDING INFORMATION AND INSTRUCTIONS' section by indicating your preferences for federal and state tax withholding.
Fill out any additional sections as required, such as 'DELIVERY INSTRUCTIONS', 'SPOUSAL CONSENT', and 'CLIENT APPROVAL'.
Review all entered information for accuracy before submitting your form through our platform.

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Versions	Form popularity	Fillable & printable
2022	4.4 Satisfied (25 Votes)
2018	4.6 Satisfied (50 Votes)
2017	4.9 Satisfied (49 Votes)
2013	4.3 Satisfied (104 Votes)
2009	4.7 Satisfied (30 Votes)

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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 VALIC and AIG the same company?

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.

Is Corebridge Financial a real company?

Corebridge Financial is one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients. At Corebridge, were passionate about giving people the power to help them docHub their financial goals.

Who does VALIC financial Clear through?

For your brokerage account with VFA, VFA acts as the introducing broker and National Financial Services LLC (NFS) acts as the clearing firm and custodian for your account.

What company owns VALIC?

The Variable Annuity Life Insurance Company, or VALIC, is a subsidiary of Corebridge Financial, Inc., (CRBG) that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments.

How do I check a company with the Better Business Bureau for free?

The Better Business Bureau (BBB) has been around for over a century, acting as a mediator between businesses and consumers. A BBB accreditation means your business meets its standards for honesty, transparency, and ethical business practices.

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Valic retirement services better business bureau profile reviews Corebridge Financial

What companies are under Corebridge?

VALIC companies include VALIC Financial Advisors, Inc. and VALIC Retirement Services Company, which operate as Corebridge Financial subsidiaries within Corebridge Retirement Services.