Valic rollover transfer out form 2026

1. Click ‘Get Form’ to open the valic rollover transfer out form in the editor.
2. Begin by filling out the CLIENT INFORMATION section. Enter your name, daytime phone number, SSN or Tax ID, date of birth, group number, plan name, and plan number.
3. In the ROLLOVER/TRANSFER OUT REQUEST section, indicate whether you are requesting a Rollover or Transfer by checking the appropriate box. Ensure you select the correct receiving plan type for your transaction.
4. Complete the ROLLOVER DISTRIBUTION REASON section if applicable. Specify your reason for the rollover and provide any required dates or documentation.
5. Fill in the PAYEE ROLLOVER/TRANSFER COMPANY MAILING INSTRUCTIONS with the necessary details of the receiving company.
6. If married, ensure to complete the SPOUSAL CONSENT section as required. This includes checking your marital status and obtaining your spouse's signature.
7. Review all sections for accuracy before submitting. Use our platform’s features to save and share your completed form easily.

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