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AIG Retirement Account Application
Instructions
Click on the link at the end of these instructions to open the AIC Retirement account application. Print the application and then complete and sign it.
Send the completed and signed application to the campus Benefits Administrator and keep a copy of the application. Contact AIG Retirement directly with questions about the application, or about AIG's investments and services.
Section 1: Participant Information
Section 2: Investor Profile
Complete this section as much as possible. The AIG Retirement representative will complete it after discussing the investment selections.
Section 3: Beneficiary Designation
Please provide the required information about the beneficiary(ies) for the ORP account at AIG Retirement. These designations may be changed at any time directly with AIG Retirement.
Section 4: Contribution Information
Complete this section, identifying the percentage of Plan Contributions to invest in selected funds. This allocation may be changed at any time, directly with AIG Retirement. The total of the percentage allocation must be 100%.
Section 5: Delivery Option Election
Mark one of the two boxes. Checking the first box and providing an email address authorizes AIG Retirement to send account information to via email.
Section 6: Applicant Affirmations and Statements
Please read this section carefully.
Replacement: Select “No” if you are enrolling in the ORP for the first time. Select “Yes” if already enrolled in the ORP and changing from either TIAA-CREF or Lincoln to AIG Retirement. Please include the name of the former ORP Provider and account number at that firm.
Signature: Sign and date the application at the bottom of Section 6, just above the shaded block for Section 7.
Section 7 : Financial Advisor of Record
Leave this section blank unless the AIG Retirement Representative's name is known.
Fixed and Variable Annuity Enrollment Form (.PDF)
Related Links
AIG Retirement
