Valic forms 2025

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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), reasons for distribution, tax withholding instructions, special instructions, and spousal consent requirements. The form also outlines the implications of distributions on loans and provides information on rollover options and tax consequences.

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

What is AIG called now?

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.

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.)

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.

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.

When did VALIC become AIG?

AIG Retirement Services includes the VALIC family of companies which are not changing their legal names: The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company . The renaming to AIG Retirement Services will be phased in throughout 2019.

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Who is VALIC owned by?

AIG was founded December 19, 1919 when American Cornelius Vander Starr (18921968) established a general insurance agency, American Asiatic Underwriters (AAU), in Shanghai, China.

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.

Valic forms 2025

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