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15055th. Street Brooklyn,NY112202574 Telephone:718.630.7000 PLEASEREADTHISNOTICE:YOURACTIONISREQUIRED Dear403(b)Nonparticipant: Asyouknow, inDecemberVALICreplacedMetLifeasourplanrecordkeeper. Sincethattime,
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How to fill out your valic account statement

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Point by point instructions on how to fill out your valic account statement:

01
Access the Valic website or mobile app and log in to your account using your username and password.
02
Navigate to the "Account Statements" section, usually located under the "My Account" tab.
03
Choose the specific account for which you want to generate the statement, such as retirement, investment, or education savings.
04
Select the time period for which you want the statement, whether it's for the current month, quarter, or year.
05
Click on the "Generate Statement" or similar option to initiate the process.
06
Wait for the statement to be generated and displayed on your screen or download it as a PDF document.
07
Review the statement carefully to ensure all the information is accurate and complete. Check for any discrepancies, errors, or missing entries.
08
If you need to make any corrections, contact Valic customer support or follow the instructions provided on the website/app to update your account information.
09
If everything looks correct, save a copy of the statement for your records and consider printing a hard copy if needed.
10
Depending on your specific circumstances, you may need to share your Valic account statement with various parties, such as financial advisors, tax consultants, or lenders.
11
Make sure to securely store the statement or shred it appropriately if you no longer require it for any future reference.

Who needs your Valic account statement:

01
You, as the account holder, may need the account statement for monitoring and assessing your financial situation, tracking investment performance, or planning for tax purposes.
02
Financial advisors or consultants might request the account statement to provide you with personalized financial advice or help you with retirement planning.
03
Lenders or banks may require your Valic account statement as a part of loan applications or for assessing your creditworthiness.
04
Potential employers may request the account statement as proof of your retirement savings and financial stability.
05
Tax consultants or preparers may need it for accurate reporting of your investment income or deductions when filing your taxes.
06
In case of any legal matters, attorneys or estate planners may request your Valic account statement to determine the value of assets or investments.
07
Family members or beneficiaries might require the statement for inheritance or estate planning purposes.
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Your VALIC account statement is a document that summarizes the activity and performance of your investment accounts managed by VALIC.
Individuals who have investment accounts managed by VALIC are required to receive a valic account statement.
You do not need to fill out your VALIC account statement. It is generated by VALIC and sent to you to review the information.
The purpose of your VALIC account statement is to provide you with a detailed summary of the activity and performance of your investment accounts.
Your VALIC account statement will typically include account balances, investment performance, contributions, withdrawals, fees, and other relevant financial information.
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