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VALIC Distributions

Across
The state you live in
0 to 100%
Anytime money is returned back to the group via Forfeitures or IPPRS, the request should be given a _____ _______.
Taking a distribution but leaving the account open
When the ______ ______ is $20.00 or less of the current account you will now need to process the request as a 100% withdrawal.
10% Optional
State Income Tax
A state that is a percent of federal
If the client is in-service and they select both the WDL/SURR sections on the form, the processor should then default to a 100% withdrawal.
Down
If your Cash Distribution request is over $10,000, you may need this?
In order to waive the surrender charge when processing a Rollover or Transfer Out Request, where the reason for the distribution is due to permanent or total disability, _____ _____ must be selected.
When you close your account
If the client is ____ ____ ____ and the client selects both the WDL/SURR sections on the form, the processor should then default to surrender.
Federal Income Tax
0 or 100%
20% Mandatory
Another name for a 457(b)