The application procedure is quick and easy for CD’s:

1. Download  and print the CD account application. From the VALIC website, download and print the Client Account Form (VL 13985) and Fixed Income Transaction Disclosure Form (VL 21039).
2. Complete Application, Client Account Form (VL 13985) and Fixed Income Transaction Disclosure Form (VL 21039). Obtain client signature and enclose ACH form or check, payable to “AIG Federal Savings Bank”. Minimum account deposit $10,000.
3. Overnight all documents and initial deposit (ACH instructions or check) in your normal paperwork to VFA.
4. VFA will review paperwork, establish record, and forward application and ACH form or check to AIG Bank.
   

Upon receipt of the new account information from VFA, AIG Bank will establish the account and send a new account welcome kit to your client.

To open a CD within a Traditional or ROTH IRA, please call 1-866-244-4440 for assistance.

AIG Bank will notify you that your client’s account has been established and VFA will provide you with a monthly report of your CD activity. The account is held at AIG Bank, is not part of a brokerage account and will not appear on a brokerage statement.

If you have questions, please call 1-866-244-4440 (8 am - 5 pm ET) or email.