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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.
What is the fax number for Valic cash distribution form?
A cash distribution or disbursement refers to a withdrawal of funds from a qualified retirement plan in the form of cash. Because retirement funds are meant to provide you income in retirement, the IRS has specific rules in place to discourage you from withdrawing your money early.
What is the fax number for Valic Document Control?
Submit the completed VALIC Cash Distribution Form to the VALIC Document Control at P.O. Box 15648, Amarillo, TX 79105-5648. You may also fax the form to 1-800-448-2542, or contact customer service at 1-800-448-2542 for further assistance with online submissions.
What is a cash retirement distribution?
Mail Completed Forms to: VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Call 1-800-448-2542 for assistance. Indicate if you are requesting a Rollover or Transfer by checking one of the boxes below.
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by B Credit Cited by 2 Using Anthonys balance sheet as an example, complete the blank balance sheet on page 33. Be sure to add any assets or liabilities you have that are not listed
The DHE will authorize the transfer and send the form directly to VALIC on your behalf. Refer to the Sample Form and the instructions below to fill out the form
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