Get Voya Order 144774 2018
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How to fill out the Voya Order 144774 online
The Voya Order 144774 is an outgoing rollover, transfer, or exchange request for fixed and variable annuities pertaining to employer-funded plans. This guide will provide clear, step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to complete the Voya Order 144774 form online.
- Press the ‘Get Form’ button to access the Voya Order 144774 form and open it in your preferred editor.
- Begin by filling out Section 1: Contract owner information. Ensure all required fields, including contract number, contract owner name, and Social Security Number or Tax Identification Number, are completed.
- Complete Section 3: Account you are moving assets to. You must include the financial institution's name and advisor/agent's name. Remember to attach the required letter of acceptance from the receiving institution.
- In Section 4: Withdrawal amount, select either A (Partial Withdrawal) or B (Full Withdrawal), and specify the amount you wish to withdraw.
- In Section 5: Withdrawal charge/market value adjustment acknowledgment, provide acknowledgment if the withdrawal involves a charge or adjustment of $500 or more.
- Fill out Section 7: Reason for withdrawal, selecting all applicable options. Note that if you choose a direct rollover in Section 8, a reason must be provided.
- Complete Section 8: Disbursement type by selecting the type of disbursement being requested.
- Review and complete Section 11: Signatures and tax withholding certification, ensuring all signatures are dated and accurately reflect the information provided.
- If any additional signatures are required from the employer or third-party administrator, fill out Sections 12 and 13 as applicable.
- Once all sections have been completed, review the entire form for accuracy and completeness before saving your changes, downloading, printing, or sharing the completed form as needed.
Start completing your Voya Order 144774 form online today and ensure a smooth rollover or transfer process.
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Contributing to your Voya account is a vital step in managing your investments, including those under Voya Order 144774. You can make contributions through automatic payroll deductions or by initiating a manual deposit via their online portal. It's crucial to stay informed about any contribution limits or guidelines to maximize your investment potential. If you seek additional resources or tips, consider using the uslegalforms platform for valuable insights.
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