Valic retirement withdrawal 2026

1. Click ‘Get Form’ to open the valic retirement withdrawal 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. Ensure all details are accurate for processing.
3. In the DISTRIBUTION REQUEST section, specify the amount you wish to withdraw due to financial need. You can also indicate whether you want a pro-rata distribution from multiple accounts.
4. Select the REASON FOR DISTRIBUTION by checking appropriate boxes that reflect your financial need. Attach any necessary documentation to support your request.
5. If applicable, complete the INVESTMENT PROVIDER INFORMATION section by listing other investment providers and account numbers associated with your plan.
6. Fill out MAILING INSTRUCTIONS to specify where you want your distribution check sent. If there’s a new address, ensure it is marked correctly.
7. Complete the INCOME TAX WITHHOLDING INFORMATION AND INSTRUCTIONS section by indicating your preferences for federal and state tax withholding.
8. If married, ensure that both you and your spouse complete the SPOUSAL CONSENT section as required under ERISA regulations.
9. Finally, review all sections for accuracy before signing in CLIENT APPROVAL and submitting your form through our platform.

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