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VALIC
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AIG | AIG RETIREMENT SERVICES This site requires javascript to be enabled. This site requires javascript to be enabled THE VARIABLE ANNUITY LIFE INSURANCE COMPANY (VALIC VL 995 VER 7/2020 1.1 DEATH_VSYS page 1 of 5 DEATH CLAIM FORM Mail Completed Forms to: VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Call 1-800-448-2542 for assistance. The Variable Annuity Life Insurance Company (VALIC)VALIC
Form # Form Name: Description: VL 22551: 1035 Exchange In Form: Used to initiate a Section 1035 Exchange In from an outside carrier to aVALIC account.
AIG RETIREMENT SERVICES ONLINE To keep your information nice and safe, your session will end in 3 minutes. Want to stay signed in? Click below: CASH DISTRIBUTION FORM CASH DISTRIBUTION FORM For VALIC Annuity Accounts Only – All Plan Types The Variable Annuity Life Insurance Company (VALIC), Houston, Texas VL 8725 VER 12/2014 1.1 DISBURSMNT page 3 of 3 2021 GOLF RETIREMENT PLUS 2 / 2 Use this form to share the incentives earned through Golf Retirement Plus Partner Programs with other PGA Professionals employedat your facility.
MASTER FUND LIST
For Institutional Use Only. Not For Public Distribution. Page 1 of 235 List as of 03/31/2016 Fund Name 1Q2016 REQUIRED MINIMUM DISTRIBUTION (RMD) FORM VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Or Faxto: 1-877-202-0187
ROLLOVER/TRANSFER OUT FORM VL 20568 VER 5/2019 3.0 DISBURSMNT page 1 of 4 ROLLOVER/TRANSFER OUT FORM For VALIC Annuity 403(b) Plan Accounts Only The Variable Annuity Life Insurance Company (VALIC) Original Form Required for ProcessingVALIC
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AIG | AIG RETIREMENT SERVICES This site requires javascript to be enabled. This site requires javascript to be enabled THE VARIABLE ANNUITY LIFE INSURANCE COMPANY (VALIC VL 995 VER 7/2020 1.1 DEATH_VSYS page 1 of 5 DEATH CLAIM FORM Mail Completed Forms to: VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Call 1-800-448-2542 for assistance. The Variable Annuity Life Insurance Company (VALIC)VALIC
Form # Form Name: Description: VL 22551: 1035 Exchange In Form: Used to initiate a Section 1035 Exchange In from an outside carrier to aVALIC account.
AIG RETIREMENT SERVICES ONLINE To keep your information nice and safe, your session will end in 3 minutes. Want to stay signed in? Click below: CASH DISTRIBUTION FORM CASH DISTRIBUTION FORM For VALIC Annuity Accounts Only – All Plan Types The Variable Annuity Life Insurance Company (VALIC), Houston, Texas VL 8725 VER 12/2014 1.1 DISBURSMNT page 3 of 3 2021 GOLF RETIREMENT PLUS 2 / 2 Use this form to share the incentives earned through Golf Retirement Plus Partner Programs with other PGA Professionals employedat your facility.
MASTER FUND LIST
For Institutional Use Only. Not For Public Distribution. Page 1 of 235 List as of 03/31/2016 Fund Name 1Q2016 REQUIRED MINIMUM DISTRIBUTION (RMD) FORM VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Or Faxto: 1-877-202-0187
ROLLOVER/TRANSFER OUT FORM VL 20568 VER 5/2019 3.0 DISBURSMNT page 1 of 4 ROLLOVER/TRANSFER OUT FORM For VALIC Annuity 403(b) Plan Accounts Only The Variable Annuity Life Insurance Company (VALIC) Original Form Required for ProcessingVALIC
Form # Form Name: Description: VL 22551: 1035 Exchange In Form: Used to initiate a Section 1035 Exchange In from an outside carrier to aVALIC account.
EREMIT - VALIC
Dear Valued Customer, As VALIC continues to enhance your experience with eRemit, we have included the instructions below to assist you in updating your Compatibility Settings for Internet Explorer.MASTER FUND LIST
For Institutional Use Only. Not For Public Distribution. Page 1 of 235 List as of 03/31/2016 Fund Name 1Q2016 CASH DISTRIBUTION FORM CASH DISTRIBUTION FORM For VALIC Annuity Accounts Only – All Plan Types The Variable Annuity Life Insurance Company (VALIC), Houston, Texas VL 8725 VER 12/2014 1.1 DISBURSMNT page 3 of 3 VALIC CO I CAPITAL CONSERVATION Release Date: 03-31-2021 VALIC Co I Capital Conservation Available in Portfolio Director® Fixed and Variable Annuity Prospectus Benchmark Broad Benchmark Morningstar Category Overall Morningstar Rating™ Morningstar Return Morningstar Risk TRANSFER/ROLLOVER IN FORM VL 18484 VER 5/2019 Original – VALIC, Copy – Client/Annuitant, Copy – Agent, Copy – Agency/Broker-Dealer 1.0 ALTTRANSIN page 1 of 3 Transfer/Rollover In Form THE VARIABLE ANNUITY LIFE INSURANCE COMPANY (VALIC CASH DISTRIBUTION FORM The Variable Annuity Life Insurance Company (VALIC) For VALIC Annuity Accounts Only – All Plan Types Houston, Texas VL 8725 VER 5/2019 1.0 DISBURSMNT page 1 of 3 Mail Completed Forms to: VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Call 1-800-448-2542 for assistance.403(B) ROTH
The availability of Roth accounts in 403(b) plans is a welcome savings opportunity for many plan participants. Employees may appreciate the option of having their current contributions taxed CONE HEALTH RETIREMENT PLANS 1 Cone Health 403(b) Voluntary Savings Plan The Cone Health 403(b) Voluntary Savings Plan offers an excellent opportunity to help accumulate money for a secure ADMINISTRATIVE CHANGE FORM Administrative Change Form For VALIC Annuity Accounts Only. Call 1-800-448-2542 for assistance. VL 15169 VER 5/2019 1.0 DATA_MAINT page 1 of 1 1. CLIENT INFORMATION Name: _____ SSNVALIC
This site requires javascript to be enabled. This site requires javascript to be enabled THE VARIABLE ANNUITY LIFE INSURANCE COMPANY (VALIC VL 995 VER 7/2020 1.1 DEATH_VSYS page 1 of 5 DEATH CLAIM FORM Mail Completed Forms to: VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Call 1-800-448-2542 for assistance. The Variable Annuity Life Insurance Company (VALIC)EREMIT - VALIC
Dear Valued Customer, As VALIC continues to enhance your experience with eRemit, we have included the instructions below to assist you in updating your Compatibility Settings for Internet Explorer.MASTER FUND LIST
For Institutional Use Only. Not For Public Distribution. Page 1 of 235 List as of 03/31/2016 Fund Name 1Q2016 2021 GOLF RETIREMENT PLUS 2 / 2 Use this form to share the incentives earned through Golf Retirement Plus Partner Programs with other PGA Professionals employedat your facility.
CONE HEALTH RETIREMENT PLANS 1 Cone Health 403(b) Voluntary Savings Plan The Cone Health 403(b) Voluntary Savings Plan offers an excellent opportunity to help accumulate money for a secure REQUIRED MINIMUM DISTRIBUTION (RMD) FORM VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Or Faxto: 1-877-202-0187
PLAN - VALIC
5 403(b) plan 457(b) plan Your contributions As much as 100% of your annual includible compensation up to $16,500 in 2011. You may increase or decrease the amount you contribute to the plan as often as youremployer allows.
ROLLOVER/TRANSFER OUT FORM VL 20568 VER 5/2019 3.0 DISBURSMNT page 1 of 4 ROLLOVER/TRANSFER OUT FORM For VALIC Annuity 403(b) Plan Accounts Only The Variable Annuity Life Insurance Company (VALIC) Original Form Required for ProcessingWELCOME
Welcome. At AIG Retirement Services, we are committed to working with you to achieve your long-term goals. We call it being FutureFIT® —Freedom.
VALIC
This site requires javascript to be enabled. This site requires javascript to be enabled THE VARIABLE ANNUITY LIFE INSURANCE COMPANY (VALIC VL 995 VER 7/2020 1.1 DEATH_VSYS page 1 of 5 DEATH CLAIM FORM Mail Completed Forms to: VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Call 1-800-448-2542 for assistance. The Variable Annuity Life Insurance Company (VALIC)EREMIT - VALIC
Dear Valued Customer, As VALIC continues to enhance your experience with eRemit, we have included the instructions below to assist you in updating your Compatibility Settings for Internet Explorer.MASTER FUND LIST
For Institutional Use Only. Not For Public Distribution. Page 1 of 235 List as of 03/31/2016 Fund Name 1Q2016 2021 GOLF RETIREMENT PLUS 2 / 2 Use this form to share the incentives earned through Golf Retirement Plus Partner Programs with other PGA Professionals employedat your facility.
CONE HEALTH RETIREMENT PLANS 1 Cone Health 403(b) Voluntary Savings Plan The Cone Health 403(b) Voluntary Savings Plan offers an excellent opportunity to help accumulate money for a secure REQUIRED MINIMUM DISTRIBUTION (RMD) FORM VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Or Faxto: 1-877-202-0187
PLAN - VALIC
5 403(b) plan 457(b) plan Your contributions As much as 100% of your annual includible compensation up to $16,500 in 2011. You may increase or decrease the amount you contribute to the plan as often as youremployer allows.
ROLLOVER/TRANSFER OUT FORM VL 20568 VER 5/2019 3.0 DISBURSMNT page 1 of 4 ROLLOVER/TRANSFER OUT FORM For VALIC Annuity 403(b) Plan Accounts Only The Variable Annuity Life Insurance Company (VALIC) Original Form Required for ProcessingWELCOME
Welcome. At AIG Retirement Services, we are committed to working with you to achieve your long-term goals. We call it being FutureFIT® —Freedom.
VALIC
Form # Form Name: Description: VL 22551: 1035 Exchange In Form: Used to initiate a Section 1035 Exchange In from an outside carrier to aVALIC account.
VALIC CO I CAPITAL CONSERVATION Release Date: 03-31-2021 VALIC Co I Capital Conservation Available in Portfolio Director® Fixed and Variable Annuity Prospectus Benchmark Broad Benchmark Morningstar Category Overall Morningstar Rating™ Morningstar Return Morningstar Risk CASH DISTRIBUTION FORM CASH DISTRIBUTION FORM For VALIC Annuity Accounts Only – All Plan Types The Variable Annuity Life Insurance Company (VALIC), Houston, Texas VL 8725 VER 12/2014 1.1 DISBURSMNT page 3 of 3 VALIC CO I HEALTH SCIENCES Release Date: 03-31-2021 VALIC Co I Health Sciences Available in Portfolio Director® Fixed and Variable Annuity Prospectus Benchmark Broad Benchmark Morningstar Category Overall Morningstar Rating™ Morningstar Return Morningstar RiskPLAN - VALIC
5 403(b) plan 457(b) plan Your contributions As much as 100% of your annual includible compensation up to $16,500 in 2011. You may increase or decrease the amount you contribute to the plan as often as youremployer allows.
403(B) ROTH
The availability of Roth accounts in 403(b) plans is a welcome savings opportunity for many plan participants. Employees may appreciate the option of having their current contributions taxed THE VARIABLE ANNUITY LIFE INSURANCE COMPANY (VALIC CASH DISTRIBUTION FORM The Variable Annuity Life Insurance Company (VALIC) For VALIC Annuity Accounts Only – All Plan Types Houston, Texas VL 8725 VER 5/2019 1.0 DISBURSMNT page 1 of 3 Mail Completed Forms to: VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Call 1-800-448-2542 for assistance. ROLLOVER/TRANSFER OUT FORM VL 20568 VER 5/2019 3.0 DISBURSMNT page 1 of 4 ROLLOVER/TRANSFER OUT FORM For VALIC Annuity 403(b) Plan Accounts Only The Variable Annuity Life Insurance Company (VALIC) Original Form Required for Processing HARDSHIP DISTRIBUTION FORM VL 22140 VER 12/2019 1.0DISBURSMNT page 1 of 5 HARDSHIP DISTRIBUTION FORM For VALIC Annuity Accounts Only – Plan Types 403(b), 401(a) and 401(k) Mail Completed Forms to: VALIC Document Control P.O. Box 15648, Amarillo, TX 79105-5648 Call 1-800-448-2542 for assistance.WELCOME
Welcome. At AIG Retirement Services, we are committed to working with you to achieve your long-term goals. We call it being FutureFIT® —Freedom.
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Understanding Future IncomePrevious
FUTUREFITA SMARTER APPROACH TO RETIREMENT PLANNING.See What We Mean
TELL US A BIT ABOUT YOURSELF - GO ON, GIVE IT A TRY!I work in
-- Choose One -- Education K-12 Higher Education Healthcare Government Corporate Other .I am
years old. I'd like to retire when I'm.
I make $
per year.
I have $
in retirement savings.* ASSUMPTIONS
THINK OF RETIREMENT INCOME IN TERMS OF A PAYCHECK.PROJECTED BALANCE
$700,325
Of course a healthy account balance is important, but it may not be giving you the full picture. PROJECTED FUTURE INCOME$2,325/mo
Ask yourself, will this amount meet my monthly expenses in retirement? Rotate for more information See What Affects Future Income * ASSUMPTIONS SEE HOW TIME AND CONTRIBUTION CHANGES CAN MAKE A DIFFERENCE. IMPORTANT: THIS CALCULATOR IS PROVIDED FOR ILLUSTRATION PURPOSES ONLY. IT DOES NOT REFLECT THE RETURN OF ANY SPECIFIC INVESTMENT AND IS NOT A GUARANTEE OF A SPECIFIC RATE OF RETURN. THE RESULTS LISTED ARE HYPOTHETICAL, DO NOT REPRESENT ACTUAL RESULTS AND ARE NO GUARANTEE OFFUTURE RESULTS.
_ Important: This calculator is provided for illustration purposes only. It does not reflect the return of any specific investment and is not a guarantee of a specific rate of return. The results listed are hypothetical, do not represent actual results and are no guarantee offuture results. _
$2,325/mo
CONTRIBUTION*
15%
START AGE
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RETIREMENT AGE
65
Contribution*
Start Age
Retirement Age
Continue * ASSUMPTIONSGET FUTUREFIT
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ASSUMPTIONS
Assumptions in the calculation include: Annual rate of return during accumulation = 7% Annual rate of return during retirement = 4% Annual rate of inflation during all years = 3% Annual contributions set to 15% of salary for initial calculation, or 0 if current age is at or above retirement age Life expectancy = 87 or current age plus 10, whichever is greater Contributions made once per year at the end of the year Retirement income distributions taken once per year at the beginning of the year and divided by 12 to display as monthly income Retirement income will be $0/month if you enter a retirement age that is at or above the assumed life expectancy The calculator provides an illustration of mathematical principles using the information that you provided along with the assumptions listed above. Taxes, early withdrawals fees, charges, or any other factors not included in these assumptions are not considered. The calculator is not intended to provide investment advice and does not predict the performance of any investment or investment strategy. Results are hypothetical, actual results will vary from the illustration. Bear in mind, investing involves risk, including the possible loss of principal. GREAT THINGS COME TO THOSE WHO DON'T WAIT FIND OUT WHAT HAPPENS WHEN YOU GIVE YOURSELF A HEAD STARTSee it in Action
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Easily Change Contribution We make it easy for you to make a positive change to your financial future. You can quickly see how changing your contribution affects your paycheck and your year-end balance. Changing your contribution over time is also only a few taps away.Next
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Personalized Workspace Here you can track future income, performance and portfolio metrics, as well as make tweaks here and there to stay the course. All tailoredjust for you.
Future Income Calculators You can see an accurate projection of where your future income stands now, as well as discover a few small changes today can make all thedifference later.
Easily Change Contribution We make it easy for you to make a positive change to your financial future. You can quickly see how changing your contribution affects your paycheck and your year-end balance. Changing your contribution over time is also only a few taps away.Next
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FUTUREFIT
View valuable tips from people like you.FUTUREFIT TIPS
VIEW. LEARN. ACHIEVE. View valuable tips from people like you.Firefighter
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Last Updated Date 08.05.19 Important Notice about Purchasing an Annuity From Us To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who purchases certain annuity products. What this means for you: When you purchase certain annuity products from us, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents. Securities and investment advisory services offered through VALIC Financial Advisors, Inc. (VFA), member FINRA, SIPC and an SEC-registered investment adviser. Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX. Variable annuities are distributed by its affiliate, AIG Capital Services, Inc. (ACS), member FINRA. AIG is the marketing name for the worldwide property-casualty, life and retirement, and general insurance operations of American International Group, Inc. For additional information, please visit our website at https://www.aig.com. Products and services are written or provided by subsidiaries or affiliates of American International Group, Inc. Not all products and services are available in every jurisdiction, and insurance coverage is governed by actual policy language. Certain products and services may be provided by independent third parties. Certain property-casualty coverages may be provided by a surplus lines insurer. Surplus lines insurers do not generally participate in state guaranty funds and insureds are therefore not protected by such funds. AIG Retirement Services represents AIG member companies - The Variable Annuity Life Insurance Company (VALIC) and its subsidiaries, VALIC Financial Advisors, Inc. (VFA) and VALIC Retirement Services Company (VRSCO). All are members of American International Group, Inc. (AIG). This information is general in nature, may be subject to change, and does not constitute legal, tax or accounting advice from AIG Retirement Services, AIG, its affiliates and/or member companies, including its employees, financial professionals or other representatives. Applicable laws and regulations are complex and subject to change. Any tax statements in this material are not intended to suggest the avoidance of U.S. federal, state or local tax penalties. For professional advice concerning your individual circumstances, consult an attorney, tax advisor or accountant. Investing involves risk, including the possible loss of principal. Investment values of variable products fluctuate so that investment units, when redeemed, may be worth more or less than their originalcost.
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