Valic 2025

1. Click ‘Get Form’ to open the valic 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. Don’t forget to include your group name/number.
3. In the ROLLOVER/TRANSFER OUT REQUEST section, indicate whether you are requesting a Rollover or Transfer by checking the appropriate box. If applicable, specify the receiving plan type.
4. Complete the ROLLOVER DISTRIBUTION REASON section if you selected 'Rollover Distribution.' Provide details such as separation from service date and reason for distribution.
5. Fill in any SPECIAL INSTRUCTIONS that may apply to your request.
6. In the PAYEE ROLLOVER/TRANSFER COMPANY MAILING INSTRUCTIONS section, provide the necessary details about the receiving company and account number.
7. Complete the SPOUSAL CONSENT section if required, ensuring that both client and spouse signatures are included where necessary.
8. Finally, review all information for accuracy before submitting your completed form to VALIC Document Control at the provided address.

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