Establish communication with your vendors

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Call: 1-877-403bREG (2734)
E-mail: 403(b)REG

Step 2 - Resources

Adoption Agreement for the 403(b) Plan Document for Public Education Organizations
Instructions for Public Education Organization Plan Document
Adoption Agreement for the 403(b) Plan Document for Public Higher Education Institutions
Instructions for the completion of the Adoption Agreement and the 403(b) Plan Document for Public Higher Education Institutions

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Step 2 - Plan Document Adoption Agreement

Action Item(s):

• Sign Plan Document Adoption agreeement.

• Update your approval vendor list.

• Print copy of signed agreement and document and include in compliance file kit for future reference.

• Provide a copy of the document and approved vendor list to your providers of choice.

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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 are offered by VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. 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 legal or tax advice concerning your situation, consult your attorney or professional tax advisor.