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Get Voya Form 133011 2020-2025
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How to fill out the Voya Form 133011 online
Filling out the Voya Form 133011 online is a straightforward process that allows you to assume ownership of a life insurance policy. This guide will provide step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to complete the Voya Form 133011 online.
- Click ‘Get Form’ button to access the Voya Form 133011 and open it in your preferred editor.
- Begin with section A, where you need to provide the deceased owner's information. Include the insured name, policy/file code number, deceased owner name, date of death, and Social Security number or Tax Identification Number.
- Move to section B to input your information as the new owner. Fill in your name, relationship to the insured, residence address (note that PO boxes are not permitted), Social Security number or Tax Identification Number, birth date, phone number, and gender.
- If the new owner is a trust, complete the relevant fields including trust name, trust Social Security or Tax Identification Number, trustee names, trustee phone number, type of trust (revocable or irrevocable), and the date of trust.
- Review the information on the assumption of ownership, ensuring all details are correct. Be aware that existing beneficiary designations or optional settlement methods will not change unless specified.
- In section C, certify your status as a U.S. taxpayer. Confirm the accuracy of your taxpayer identification number and check if you are subject to backup withholding. If applicable, complete the statement for non-resident aliens.
- Sign and date the form as the new owner. If the owner is a trust or legal entity, ensure that a representative signs and includes their title. If there are irrevocable beneficiaries, their signatures may also be required.
- Once all sections are complete, forward the form to Customer Service without including the policy document. Ensure you retain a copy for your records.
- You can save any changes you made, download or print the completed form, or share it as needed.
Complete your Voya Form 133011 online today for a seamless experience.
To get a statement from your 401k with Voya, log into your account and navigate to the 401k section. From there, you can view or request the statement you need. Voya Form 133011 can also serve as a helpful tool if you require additional support in accessing your 401k statements.
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