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Advisor Resource Center


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Agent Access Authorization
 

The Agent Access Authorization Form was created so that clients could provide approval for their advisors to complete certain client account transactions on their behalf.

We strongly suggests that you coordinate completion of this form for each of your clients and forward the completed forms to VALIC Document Control at the address located on the form. Completion and processing of the forms will provide you with the authorization needed to complete certain transactions on your client’s accounts through telephone calls to one of our Customer Service Professionals at (877) 246-4501. The following transactions are available through this process.

  • Transfers of Value Between Investment Options
  • Asset Allocation Changes
  • Rebalancing of Existing Funds
  • Contribution Changes
  • Account Transaction Status Inquiries

This authorization does not allow you to take loans or disbursements on client accounts.

VL 22305[pdf] — Agent Access Authorization Form






Last Updated: 5/24/2010