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Valic rollover transfer out form 2023

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The document is a rollover/transfer out form for VALIC Annuity 403(b) Plan Accounts, detailing the process for clients to request a rollover or transfer of their retirement funds. It includes sections for client information, distribution requests, reasons for rollover, and necessary approvals from payee companies and plan administrators. The form outlines the tax implications, eligibility criteria, and required documentation for processing the requests.

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How to fill out valic cash distribution form?

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.

Do I get a tax form for a rollover?

For direct IRA rollovers: The 401(k) plan administrator will send you IRS Form 1099-R. Check that the form is correctly labeled as a direct rollover. Then, look for a few key items: Box 1 (Gross Distribution): This is the total amount distributed from your old retirement account.

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.

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.