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PLEASE MAIL COMPLETED FORM TO: AIG Funds Regular Mail:PO Box 219186Kansas City, MO 641219186Overnight:430 W 7th St, STE 219186 Kansas City, MO 641051407Phone: (800) 8588850 ext. 6010Fax: (816) 2180519IRA

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How to fill out aig funds 403b7 rollovertransfer

01

To fill out the AIG Funds 403b7 Rollover/Transfer form, follow these steps:

02

Start by obtaining the form from AIG Funds or their website. Make sure you have the correct version for the rollover/transfer.

03

Provide personal information such as your name, address, social security number, and contact details.

04

Indicate the type of account you are transferring from, such as another 403(b) plan or an IRA.

05

Specify the current custodian or trustee of the account you are transferring from.

06

Provide the account number and any other identifying information for the current account.

07

Decide whether you want a direct rollover or a transfer. A direct rollover involves transferring the funds directly to the new account, while a transfer may involve receiving the funds and then depositing them into the new account within a specific timeframe.

08

Fill in the details of the receiving account, including the new custodian or trustee's name and address.

09

Indicate whether you want to transfer the full balance of the account or only a portion.

10

Specify any investment instructions, such as how you want the transferred funds allocated.

11

Sign and date the form, and make sure to keep a copy for your records.

12

Submit the completed form to AIG Funds according to their instructions, which may include mailing or faxing it.

13

Follow up with AIG Funds to track the progress of your rollover/transfer and ensure it is completed successfully.

Who needs aig funds 403b7 rollovertransfer?

01

Anyone who has funds in an existing 403(b) account or an IRA may need to consider an AIG Funds 403b7 Rollover/Transfer if they want to move those funds into an AIG Funds 403(b) account.

02

This could include individuals who have changed employers and want to consolidate their retirement savings, individuals who are looking for better fund options or investment performance, or those who have initiated a rollover from another type of retirement account and wish to continue investing with AIG Funds.

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What is aig funds 403b7 rollovertransfer?

AIG Funds 403b7 rollover transfer refers to the process of transferring funds from a 403(b)(7) retirement plan to another eligible retirement account, allowing participants to move their retirement savings without incurring immediate tax liabilities.

Who is required to file aig funds 403b7 rollovertransfer?

Individuals who are moving their funds from one 403(b)(7) account to another, or converting their retirement savings to another qualifying account, are required to file the necessary paperwork for the AIG Funds 403b7 rollover transfer.

How to fill out aig funds 403b7 rollovertransfer?

To fill out the AIG Funds 403b7 rollover transfer, you need to provide personal information, the details of your current and new accounts, and specify the amount of money you wish to transfer, along with any required signatures.

What is the purpose of aig funds 403b7 rollovertransfer?

The purpose of the AIG Funds 403b7 rollover transfer is to facilitate the movement of retirement funds between accounts while maintaining tax-deferred growth and ensuring compliance with retirement plan regulations.

What information must be reported on aig funds 403b7 rollovertransfer?

The information that must be reported includes the account holder's personal details, account numbers, transfer amounts, and the institutions involved in the transaction.

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