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General Church of the New Jerusalem 403(b) Plan Mutual Fund Beneficiary Designation Form VALID Retirement Services Company Group ID# 69362002 1. CLIENT INFORMATION Name: SSN or Tax ID: Account Number(s):
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What is valic beneficiary form?
The valic beneficiary form is a document used to designate individuals who will receive the assets of a Valic account upon the account owner's death.
Who is required to file valic beneficiary form?
All Valic account holders are required to file a valic beneficiary form to designate their beneficiaries.
How to fill out valic beneficiary form?
To fill out a valic beneficiary form, you need to provide the necessary personal information of the beneficiaries, such as their full names, social security numbers, and relationship to the account holder.
What is the purpose of valic beneficiary form?
The purpose of the valic beneficiary form is to ensure that the assets in a Valic account are distributed according to the account holder's wishes in the event of their death.
What information must be reported on valic beneficiary form?
The valic beneficiary form typically requires the following information for each beneficiary: full name, social security number, date of birth, relationship to the account holder, and the percentage or share of the account's assets they should receive.
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