Valic Immediate Annuities

State Employees' Retirement System (SERS)* Public School ...
(VALIC, Fidelity, ING, TIAA-CREF) Fixed dollar and variable annuities are available. Retirement Benefit "Defined Benefit" based upon Vesting Full and immediate vesting. Service Purchase* Service purchase for the purpose of enhancing the ... Read More

Statutory Reserves For Variable Annuities
Variable Annuities Richard Combs, FSA, MAAA VALIC VACARVM 06-12-2009 2 1. Current statutory rules for • Variable annuities, both deferred and immediate • Group annuity contracts not subject to CARVM, but include guarantees similar to ... Retrieve Content

Forethought Names K. Lowell Short, Jr. As Chief Financial ...
For Release: Immediate Contact: Judy Sinclair, Director, Corporate Services, 317-697-5854, judy.sinclair@forethought.com The division included the operations of AIG VALIC group retirement annuities, AIG ... Content Retrieval

THE SCHOOL BOARD OF BROWARD COUNTY, FLORIDA
MetLife, and VALIC. and other immediate and heavy financial need. Regarding the 457 plan, several types of variable annuities that allow you a great deal of freedom in choosing where your money will be invested. ... Read More

AIG: Is The Risk Systemic?
• The immediate damage to credit markets worldwide from an AIG failure would dwarf (VALIC), deferred fixed annuities (AIG Annuity), variable annuities and brokerage accounts – AIG Annuity: #1 ranked seller of fixed annuities through financial institutions ... Fetch Here

Carrier Specific Annuity Suitability Requirements
Product training requirement for all their current products or RegEd/IRI Annuities Training Platform (https American General • Traditional Fixed or Immediate Income Annuities Training: http://www.brainshark.com/valic/vu?pi=zGozgr3NnzhaMz0 6/28/2011 ... Read Full Source

CSD 403(b)/457 Retirement Trust Common Misconceptions ...
Annuities currently being used in many districts charge an annual Mortality & Expense Fee (M&E) which can run as high as a . immediate annuity from VALIC or any other reputable insurance company in the marketplace. Participants will need to make ... Access This Document

WITHDRAWAL/SURRENDER REQUEST FORM - Great American Financial ...
Client Relations - 800-789-6771 Variable Annuities Fax Number - 513-412-3766 Variable Annuities WITHDRAWAL/SURRENDER REQUEST FORM Name of Owner(s) (including Joint Owner, An immediate and heavy financial need on account of: (MUST CHECK ONE) ... Document Retrieval

Comparative Annuity Reports - Immediate Annuities - Income ...
Anticipate an immediate need for the taxable interest income generated by bank CDs; i.e., a Certificate Annuity provides highly competitive interest rates and, VALIC/ V-Plan A ++g Y 4.50% 4.50% B $155,290 $153,737 5 Yrs Rolling 5% $1K None No None Y** Y-$1K Y** No Y** ... Fetch Content

Optional Retirement Program (ORP) - Suny.edu - The State ...
CREF, or VALIC) vesting is immediate. 2. The employees who are active members of ERS or TRS with at least 366 days service credit vesting is immediate. value of his or her annuities. If you were hired after January 1, 1992, you can ... Access Content

CLASS ACTION ANNUITY LITIGATION N1
Variable Annuity Life Insurance Co., 814 F.2d 1127, 1142 (7th Cir. 1986 plaintiffs allege that Allianz made misrepresentations and omissions in the sale of two-tiered equity-indexed annuities by promising an "immediate" or "upfront" bonus which could not be realized unless the annuity was ... Access This Document

Mail Completed Forms To: 1-800-448-2542 ALIC
And The Variable Annuity Life Insurance Company have chosen to waive it, and you are requesting an immediate distribution. ELIGIBLE ROLLOVER DISTRIBUTIONS Non-Qualified Deferred Annuities are not taxed but will be reported to the IRS. ... Return Document

Retirement Review - UCF Human Resources
Tax Deferred Annuities: AIG VALIC, Jefferson National, Symetra, MetLife, ING Reliastar, TIAA-CREF, ING Aetna 403(B)(7) Mutual Funds: Smith Barney, T. Rowe Price, Vanguard, Vesting under the ORP is immediate and finally, ... Read Content

ROLLOVER/TRANSfER OUT FORm - Washtenaw Intermediate School ...
The Variable Annuity Life Insurance company (VALIc), Houston, Texas immediate distribution. eliGiBle rolloVer DiStriBUtionS Exchanges of Non-Qualified Deferred Annuities are not taxed but will be reported to the IRS. ... Read Full Source

Plan ID# GCNY457 1. PARTICIPANT INFORMATION 3. WITHHOLDING ...
And The Variable Annuity Life Insurance Company have chosen to waive it, and you are requesting an immediate distribution. ELIGIBLE ROLLOVER DISTRIBUTIONS Non-Qualified Deferred Annuities are not taxed but will be reported to the IRS. ... Retrieve Here

Optional Retirement Program (ORP)
CREF, or VALIC) vesting is immediate. 2. The employees who are active members of ERS or TRS with at least 366 days service credit vesting is immediate. value of his or her annuities. If you were hired after January 1, 1992, you can ... Read Full Source

Mutual Fund Distribution Request Form VALIC Retirement ...
VaLIC represents The Variable annuity Life Insurance Company and its subsidiaries VaLIC Financial advisors, Inc. and you are requesting an immediate distribution. Non-Qualified Deferred annuities are not taxed but will be reported to the IRS. ... Get Content Here