VALIC VL 8725 2009 free printable template

Cash Distribution Form For VALIC Annuity Accounts Only All Plan Types The Variable Annuity Life Insurance Company VALIC Houston Texas Mail Completed Forms to VALIC Document Control P. O. Box 15648 Amarillo TX 79105-5648 Call 1-800-448-2542 for assistance. 1. Client Information Name SSN or Tax ID Daytime Phone Date of Birth 2. DISTRIBUTION REQUEST Choose from one of the following distribution types below. In accounts/contracts containing Multi-Year Terms distributions made prior to maturity...

How to fill out VALIC VL 8725

How to fill out VALIC VL 8725

1. Obtain the VALIC VL 8725 form from the official website or your financial advisor.
2. Fill in your personal information at the top section, including name, address, and Social Security number.
3. Provide details about your employment, such as employer name and address.
4. Indicate the purpose of the form, such as contributions, transfers, or distributions.
5. Specify the amount you wish to contribute or transfer, if applicable.
6. Complete any additional sections as required, depending on your specific needs.
7. Review the form for accuracy and completeness.
8. Sign and date the form in the designated areas.

Who needs VALIC VL 8725?

1. Individuals seeking to set up a retirement account or make changes to their existing account with VALIC.
2. Employees participating in employer-sponsored retirement plans offered by VALIC.
3. Financial advisors helping clients manage their retirement planning using VALIC services.
4. Those looking to roll over funds from other retirement plans into a VALIC account.

People Also Ask about

Can you withdraw from VALIC?

If you consent to the withdrawal, you will not receive a survivor benefit payment from VALIC for the amount withdrawn. If you agree to the withdrawal, please read and sign the statement below and have your signature witnessed.

Can I take money out of my VALIC account?

You can withdraw money from your IRA at any time. However, a 10% additional tax generally applies if you withdraw IRA or retirement plan assets before you reach age 59½, unless you qualify for another exception to the tax.

Did VALIC change to AIG?

AIG Retirement Services includes the VALIC family of companies which are not changing their legal names: The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

Are AIG and VALIC the same?

The Variable Annuity Life Insurance Company, or VALIC, a subsidiary of American International Group, Inc., (AIG), is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments.

What company took over VALIC?

We are fully embracing the power of our parent, AIG — a leading provider of retirement services. VALIC will now be known as AIG Retirement Services. With AIG's industry insight, global resources and extensive support, we are confident we can help you ENVISION MORE for your plan and for your employees' futures.

What is the phone number for VALIC com?

Your VALIC financial advisor is always available to assist you, when and where it is most convenient for you. To reach your VALIC financial advisor, simply call the national voice-mail system at 1-800-448-2542.

How much can I borrow from my VALIC account?

Generally, you can borrow either 50% of your vested balance or $50,000, whichever is less. There are exceptions, so check your plan documents or meet with your VALIC financial advisor.

Are VALIC and AIG the same?

The Variable Annuity Life Insurance Company, or VALIC, a subsidiary of American International Group, Inc., (AIG), is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments.

Is VALIC the same as AIG?

The Variable Annuity Life Insurance Company, or VALIC, a subsidiary of American International Group, Inc., (AIG), is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments.

Can I borrow from my VALIC account?

Generally, you can borrow either 50% of your vested balance or $50,000, whichever is less. There are exceptions, so check your plan documents or meet with your VALIC financial advisor.

How do I find my VALIC account number?

Group Number and Plan ID are internal identifiers assigned by VALIC. If you do not know your Group Number and Plan ID, please contact our Plan Sponsor Service Team at 1-888-478-7020 for assistance.

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What is VALIC VL 8725?

VALIC VL 8725 is a specific tax form used by the Variable Annuity Life Insurance Company (VALIC) for reporting certain financial and insurance-related information.

Who is required to file VALIC VL 8725?

Entities or individuals who have investment accounts or insurance policies with VALIC may be required to file VALIC VL 8725 as part of their tax reporting obligations.

How to fill out VALIC VL 8725?

To fill out VALIC VL 8725, you need to provide accurate financial information related to your policy or account, including contributions, earnings, and distributions, as guided by the form's instructions.

What is the purpose of VALIC VL 8725?

The purpose of VALIC VL 8725 is to report income, contributions, and distributions related to investment accounts or insurance policies for tax reporting purposes.

What information must be reported on VALIC VL 8725?

VALIC VL 8725 requires reporting information such as account holder details, types of contributions made, earnings on investments, and any distributions taken during the tax year.