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Get Voya Surrender Form
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How to fill out the Voya Surrender Form online
Filling out the Voya Surrender Form online can seem daunting, but with clear guidance, you can complete it confidently. This user-friendly guide will walk you through each section of the form, ensuring you know exactly what information is required.
Follow the steps to successfully complete the Voya Surrender Form online
- Press the ‘Get Form’ button to acquire the Voya Surrender Form and open it in your preferred editor.
- Begin with 'Owner Information'. Fill in the insured name, policy/file code number, owner name, and owner SSN or TIN using clear and legible print.
- In the surrender acknowledgment section, confirm your intention to surrender the policy by checking the appropriate box to agree to the terms of surrender.
- Indicate whether any proceeds of the surrender will fund a new life insurance or annuity policy by selecting 'Yes' or 'No' and provide the name of the new policy provider if applicable.
- Certify that you are of legal age and that the policy is free from any claims or assignments. Provide any necessary details if there are exceptions.
- Detail the reason for surrendering the policy by checking the appropriate option to assist the company in providing quality customer service.
- If the policy is part of an ERISA plan, complete the relevant section including spouse and employer signatures if required.
- Select your tax withholding elections, indicating whether you want federal or state taxes withheld, and specify any additional amounts if needed.
- For those living in community property states, ensure appropriate spouse signatures are obtained or complete the necessary affirmations.
- Complete the taxpayer certifications section, and ensure your signatures are to confirm the correctness of the information provided.
- Once all sections are filled, you can save the form, download it for your records, print a hard copy, or share it as needed per your requirements.
Take the next step confidently by completing your Voya Surrender Form online today.
Yes, Voya provides various claim forms online, including the Voya Surrender Form. You can easily access these forms through the Voya website. This convenience allows users to initiate claims or withdrawals efficiently from anywhere. If you need assistance navigating the forms, consider using US Legal Forms to find what you need without hassle.
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