Valic forms 2026

1. Click 'Get Form' to open the Cash Distribution Form in the editor.
2. Begin by filling out the 'CLIENT INFORMATION' section. Enter your name, SSN or Tax ID, daytime phone number, and date of birth.
3. In the 'DISTRIBUTION REQUEST' section, select either OPTION A (Withdrawal) or OPTION B (Surrender). Ensure you only select one option to avoid processing delays.
4. If you chose OPTION A, specify the account(s) from which you wish to withdraw funds. Indicate whether you want a pro-rata distribution or a specific amount/percentage from each fund.
5. Complete the 'REASON FOR DISTRIBUTION' section by selecting the appropriate reason for your request.
6. Fill out the 'INCOME TAX WITHHOLDING INFORMATION AND INSTRUCTIONS' section according to your preferences for federal and state tax withholding.
7. Provide any special instructions in the designated area if necessary.
8. Finally, review all information for accuracy before signing and submitting your form.

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