How fill out valic transfer rollover out form 2015 sample-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section 1, Client Information. Fill in your name, daytime phone number, SSN or Tax ID, date of birth, group number, plan name, and plan number.
3. In Section 2, Rollover/Transfer Out Request, select whether you are requesting a rollover or transfer by checking the appropriate box. Indicate the receiving plan type for your rollover/transfer.
4. Complete Section 3 if you selected 'Rollover Distribution.' Specify the reason for the distribution and provide any required dates or documentation.
5. In Section 5, provide details about the Payee Rollover/Transfer Company. Ensure all information is accurate and complete.
6. Finally, review Sections 6 through 9 for vesting determination and approvals. Sign where indicated to authorize the transaction.

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