Get Valic Vl 12837 2022-2026

The VALIC VL 12837 is an important form designed for users seeking to request an unforeseeable emergency withdrawal from their VALIC annuity accounts. This guide provides clear and supportive instructions to help you fill out the form accurately and efficiently online.

Follow the steps to complete the VALIC VL 12837 form effectively

1. Click ‘Get Form’ button to obtain the document and open it in your preferred editing tool.
2. In the Client Information section, enter your name, social security number or tax identification number, daytime phone number, and date of birth in the appropriate fields.
3. For the Distribution Request, specify the amount you wish to withdraw due to severe financial hardship. Ensure this amount is stated clearly and adheres to the guidelines regarding additional taxes if applicable.
4. Indicate your selected distribution method by specifying the account or percentage you wish to withdraw from each fund listed. Follow the guidelines carefully to avoid any errors.
5. In the Reason for Distribution section, check the box that corresponds to the nature of your financial hardship. Make sure to provide accurate information as this may impact your request.
6. Fill out the Income Tax Withholding Information. Choose whether you want federal and state tax withholding, and specify any percentages if applicable. Review IRS guidelines to ensure compliance.
7. In the Delivery Instructions section, indicate whether you would prefer an electronic funds transfer or a check. Make sure your banking information is up to date.
8. The Plan Administrator must complete their approval section if required by your employer's plan. This includes verification of your information and signature.
9. Sign the Client Approval section, ensuring all statements are complete and accurate. Retain supporting documentation for your records in case it is needed later.
10. Once all fields are filled out, save your changes. You can also download, print, or share the form as needed.

Complete your VALIC VL 12837 form online to manage your financial needs efficiently.