Get For Governmental Plans

Filling out the For Governmental Plans form requires careful attention to detail to ensure a smooth rollover or transfer of your retirement benefits. This guide will help you navigate the sections of the form and provide clear instructions to complete it accurately.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Review the form’s instructions thoroughly to understand the requirements for your rollover or transfer request. Ensure you have your account information and any necessary documentation handy.
3. Accurately fill out all required fields, including your personal details, account holder information, and specifics related to your prior plan or IRA service provider. Validate the pre-filled information if applicable.
4. Check the relevant type of request, whether it is a rollover or plan-to-plan transfer, and indicate if a letter of acceptance is required by your prior provider.
5. Attach a copy of your most recent statement from the account you are rolling over to verify the eligibility for transfer.
6. Sign and date the completed form, confirming that all information is correct and that you certify your rollover or transfer request complies with applicable regulations.
7. Mail or fax the completed form along with any attachments to Voya at the specified address or fax number provided in the instructions.
8. After submission, you may follow up by contacting Voya to ensure your request is being processed correctly and to check on any additional steps if necessary.

Complete your documents online to streamline your rollover process today.