Aig rollover form 2026

1. Click ‘Get Form’ to open the AIG rollover 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 'Rollover/Transfer Out Request' section, indicate whether you are requesting a rollover or transfer by checking the appropriate box. Select the receiving plan type from the options provided.
4. Complete the 'Rollover Distribution Reason' section if you selected a rollover. Specify your reason for distribution and provide any required dates.
5. Fill in the 'Payee Rollover/Transfer Company Instructions' with the company name and address where funds will be sent. Ensure to attach any necessary documentation as specified.
6. Review all sections for accuracy before signing in the 'Client Approval' section. Make sure to include any required signatures from your spouse if applicable.

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