Valic cash distribution form 2021-2026

1. Click ‘Get Form’ to open the valic cash distribution form 2021 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 accurately.
3. In the 'DISTRIBUTION REQUEST' section, choose either OPTION A (Withdrawal) or OPTION B (Surrender). If selecting OPTION A, specify the account(s) and amount or percentage you wish to withdraw.
4. Complete the 'REASON FOR DISTRIBUTION' section by indicating your reason for requesting a distribution. Ensure all relevant details are filled in.
5. Fill out the 'INCOME TAX WITHHOLDING INFORMATION AND INSTRUCTIONS' section, specifying your preferences for federal and state tax withholding.
6. Provide any necessary banking information in the 'DELIVERY INSTRUCTIONS' section if applicable.
7. Complete the 'SPOUSAL CONSENT' section if required, ensuring that both client and spouse signatures are included where necessary.
8. Finally, review all sections for accuracy before signing in the 'CLIENT APPROVAL' section and submitting your form.

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