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Get Voya Order 144774 2017
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How to fill out the Voya Order 144774 online
Completing the Voya Order 144774 form is an essential step in managing your fixed or variable annuities. This guide will provide you with a clear and structured approach to ensure that your information is entered accurately and efficiently.
Follow the steps to complete the Voya Order 144774 form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Fill in the Contract Owner Information section. Please ensure all requested information is completed clearly. If you are an Alternate Payee, this section does not need to be filled out.
- If you are an Alternate Payee, complete the Alternate Payee Information section with the necessary details.
- Provide the Account You Are Moving Assets To by entering the name of the financial institution and the advisor's name. Remember to obtain a letter of acceptance from that institution.
- In the Withdrawal Amount section, choose either option A for a partial withdrawal, specifying the amount or percentage, or option B for a full withdrawal. Review your contract for any charges and select accordingly.
- Complete the Withdrawal Charge/Market Value Adjustment Acknowledgement to confirm acknowledgment of any applicable charges.
- For Variable Annuity Fund Selection, specify from which investment options (funds) you would like the partial withdrawal to occur.
- Indicate the Reason for Withdrawal if required, according to your situation, and select the appropriate options.
- Select the Disbursement Type that applies to your withdrawal request as per your situation.
- If applicable, complete the Required Minimum Distribution section to ensure compliance with regulations.
- In the Tax Withholding section, select your preferences for federal and state tax withholding meticulously.
- Sign and date the Contract Owner, Spouse (if applicable), and Alternate Payee signature blocks to certify the correctness of the information provided.
- If required, ensure that your Employer or Third Party Administrator completes the authorization signatures in the relevant sections.
- After completing all sections, review your form to ensure all parts are filled without errors.
- Save changes, download, print, or share the form as necessary, following your organization's procedures for submission.
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Yes, you can withdraw from your Voya 401K after termination of employment. However, certain conditions may apply, including potential penalties and taxes. It's crucial to review the guidelines associated with your Voya Order 144774 to understand your options thoroughly. If you need assistance, platforms like uslegalforms can help guide you through the withdrawal process.
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