Get Withdrawal Request/surrender

Filling out the Withdrawal Request/surrender form online is an essential process for individuals seeking to manage their Voya rollover products. This guide provides a clear walkthrough to ensure you complete the form accurately and efficiently, helping you navigate through each section with confidence.

Follow the steps to fill out your Withdrawal Request/surrender online.

1. Click the ‘Get Form’ button to obtain the Withdrawal Request/surrender form and open it in your document editor.
2. Begin by filling out the CONTRACT/ACCOUNT OWNER information. Ensure to provide your Social Security Number (SSN), full name (last, first, middle initial), daytime phone number, home phone, email address, and plan number. If applicable, include information for joint owners and the insured/annuitant.
3. Next, select the type of surrender you are requesting. Choose either total or partial surrender, and indicate the amount or percent of the contract value you wish to withdraw or label it as a required minimum distribution.
4. In the Distribution Information section, specify how you would like your distribution calculated among the investment options. If you want to designate funds from specific investments, indicate those percentages clearly.
5. Identify the reason for your distribution by selecting an appropriate option from the given choices. Be aware of any deferred sales charges that may apply.
6. Proceed to the ROLLOVER/TRANSFER OPTIONS. Indicate if you are opting for a direct rollover and specify the destination account type.
7. Complete the Payment Information section, providing the name, SSN, and address for the payee. Ensure to detail whether the distribution should be deposited via check or electronic funds transfer.
8. Fill out any necessary Electronic Fund Transfer details if you are choosing this option. Provide your bank’s information, including the ABA routing number and account number.
9. On the Tax Withholding section, make your federal and state tax withholding selections. Clearly indicate whether or not to withhold taxes or how much to withhold.
10. Finally, sign and date the form certifying the accuracy of your provided information. Include signatures for any joint owners if applicable.
11. Once complete, you may save your changes, download the document, print it out, or share it as needed.

Start completing your Withdrawal Request/surrender online today!