
Get the free VALIC Transfer-Out Form - Massachusetts Department of ...
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VALID Transferor Form
You will need to call VALID to obtain a form: (800) 4482542
Complete the form and deliver it to the Dept. of Higher Education. They will authorize the transfer and
send the form
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How to fill out valic transfer-out form

How to fill out valic transfer-out form
01
To fill out the valic transfer-out form, follow these steps:
02
Obtain the transfer-out form from Valic, either through their website or by contacting their customer service.
03
Provide your personal details, such as name, address, and contact information, in the designated fields on the form.
04
Indicate the type of account you are transferring from and provide the account number.
05
Specify the receiving institution or account where you want the funds to be transferred to.
06
State the amount or percentage of the funds you wish to transfer.
07
Review all the provided information for accuracy and make any necessary corrections.
08
Sign and date the form to authorize the transfer.
09
Submit the completed form to Valic via mail or through their online submission portal.
10
Keep a copy of the filled-out form for your records.
11
Please note that these steps are general guidelines, and it is recommended to refer to Valic's specific instructions or consult with a financial advisor for accurate and up-to-date information.
Who needs valic transfer-out form?
01
Anyone who wants to transfer their funds from a Valic account to another institution or account needs the valic transfer-out form.
02
This form is typically required by individuals who are changing jobs, retiring, or have decided to move their funds to a different retirement plan or investment option.
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What is valic transfer-out form?
Valic transfer-out form is a form used to transfer funds from one Valic account to another institution.
Who is required to file valic transfer-out form?
Any Valic account holder who wishes to transfer funds to another institution is required to file the transfer-out form.
How to fill out valic transfer-out form?
The Valic transfer-out form can be filled out online or downloaded from the Valic website and submitted either electronically or by mail.
What is the purpose of valic transfer-out form?
The purpose of the Valic transfer-out form is to initiate the transfer of funds from a Valic account to another financial institution.
What information must be reported on valic transfer-out form?
The Valic transfer-out form typically requires information such as account details, transfer amount, receiving institution information, and signature of the account holder.
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