VALIC Beneficiary Designation Form - Paulding County, GA 2026

1. Click ‘Get Form’ to open the VALIC Beneficiary Designation Form in the editor.
2. Begin by filling out the CLIENT INFORMATION section. Enter your name and SSN or Tax ID, and select your marital status. If applicable, indicate if you have a missing spouse.
3. In the BENEFICIARY designation section, list your primary beneficiaries. Include their names, dates of birth, relationships to you, and the percentage of benefits they will receive. Ensure that the total equals 100%.
4. If you have contingent beneficiaries, repeat the process in the CONTINGENT BENEFICIARIES section. Remember to check if additional sheets are needed for more beneficiaries.
5. If designating a minor as a beneficiary, complete the CUSTODIAN FOR BENEFICIARY who is a MINOR section by naming a custodian under your state’s law.
6. For ERISA plans, ensure that spousal consent is completed if necessary. This includes having your spouse sign and possibly notarizing this section.
7. Finally, review all information for accuracy and sign in the CLIENT APPROVAL section before submitting your form via fax or mail.

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