VALIC VL 12837 2017 free printable template

UNFORESEEABLE EMERGENCY WITHDRAWAL From The Variable Annuity Life Insurance Company (VALID), Houston, Texas Mail Completed Forms to:VALID Document Controller VALID Annuity Accounts Only Plan Types

How to fill out VALIC VL 12837

How to fill out VALIC VL 12837

1. Obtain the VALIC VL 12837 form from the official VALIC website or your financial advisor.
2. Begin by filling out your personal information at the top of the form, including your name, address, and contact details.
3. Provide your Social Security Number (SSN) or Tax Identification Number (TIN) where indicated.
4. Specify the type of transaction you are requesting, such as a distribution, loan, or rollover.
5. Indicate the amount you wish to transafer or withdraw and double-check any fees associated with the transaction.
6. If applicable, fill out the section for designation of beneficiaries, ensuring to include full names and relation.
7. Review the form for any missing information or errors before signing at the designated signature line.
8. If required, have a witness or notary public sign your form.
9. Make a copy of the completed form for your records.
10. Submit the form to VALIC via the provided method (mail, fax, or online upload) as detailed in the instructions.

Who needs VALIC VL 12837?

1. Individuals who are enrolled in a VALIC retirement plan or annuity.
2. Participants seeking to make distributions, loans, or rollovers from their retirement savings.
3. Beneficiaries of deceased participants who need to claim benefits.
4. Those needing to change their investment options or beneficiaries within the VALIC plan.

People Also Ask about

How do I qualify for hardship withdrawal 403b?

Eligible Unforeseeable Emergency Reasons Reason Explanation Documentation Required Illness or Accident Severe financial hardship resulting from sudden and unexpected illness or accident of the participant or beneficiary, the participant or beneficiary's spouse, or dependent.

Do you need a reason for a hardship withdrawal?

But, there are only four IRS-approved reasons for making a hardship withdrawal: college tuition for yourself or a dependent, provided it's due within the next 12 months; a down payment on a primary residence; unreimbursed medical expenses for you or your dependents; or to prevent foreclosure or eviction from your home.

What qualifies for a hardship distribution?

To qualify for a hardship distribution, a 401(k) participant must meet two criteria. First, they must have an “immediate and heavy financial need.” Second, the distribution must be limited to the amount “necessary to satisfy” the financial need.

Can I request a hardship withdrawal?

Hardship withdrawals must stay within the limits of the actual financial hardship, however that's defined by the plan. For example, a 401(k) hardship withdrawal is limited to the immediate financial need. So you cannot take out more than you need in any one hardship scenario.

What proof do you need for a hardship withdrawal?

The administrator will likely require you to provide evidence of the hardship, such as medical bills or a notice of eviction.

What documentation is acceptable for 401k hardship withdrawal?

Documentation of the hardship application or request including your review and/or approval of the request. Financial information or documentation that substantiates the employee's immediate and heavy financial need. This may include insurance bills, escrow paperwork, funeral expenses, bank statements, etc.

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What is VALIC VL 12837?

VALIC VL 12837 is a specific form used in the context of financial or insurance reporting, typically associated with retirement or investment accounts managed by VALIC (Variable Annuity Life Insurance Company).

Who is required to file VALIC VL 12837?

Individuals or entities that have accounts or transactions that fall under the scope of this form are required to file VALIC VL 12837, generally including account holders managing retirement plans.

How to fill out VALIC VL 12837?

To fill out VALIC VL 12837, complete the required fields with accurate information regarding account details, transaction amounts, and any specified financial reporting criteria as indicated in the form's instructions.

What is the purpose of VALIC VL 12837?

The purpose of VALIC VL 12837 is to report financial information related to investment or retirement accounts, ensuring compliance with regulatory requirements and proper record-keeping.

What information must be reported on VALIC VL 12837?

VALIC VL 12837 requires the reporting of information such as account holder details, transaction dates, amounts, account types, and any other relevant financial information as specified in the form.