Aig rollover form 2026

1. Click ‘Get Form’ to open the AIG rollover form in our editor.
2. Begin by filling out the Client Information section. Enter your name, SSN or Tax ID, daytime phone number, date of birth, and group name/number.
3. In the Rollover/Transfer Out Request section, indicate whether you are requesting a rollover or transfer by checking the appropriate box. Make sure to select the receiving plan type.
4. If applicable, complete the Rollover Distribution Reason section by providing details about your separation from service or other qualifying events.
5. Fill in the Payee Rollover/Transfer Company Instructions with the necessary company details and ensure you have any required signatures.
6. Complete the Spousal Consent section if required, ensuring that both client and spouse sign where indicated.
7. Finally, review all sections for accuracy before submitting your completed form through our platform for processing.

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