Get Death Claim Request Instructions

Completing the death claim request instructions is an essential step in claiming benefits from the account of a deceased participant. This guide aims to provide clear and concise instructions for users to navigate the process comfortably and effectively.

Follow the steps to successfully fill out the death claim request form.

1. Press the ‘Get Form’ button to access the death claim request instructions in an editor of your choice.
2. Fill in the plan information, including the name and plan number. If there are multiple plans, ensure that a separate form is completed for each one.
3. Provide the deceased participant's information, including full name, social security number, date of death, and date of birth. Attach a copy of the death certificate to this form.
4. Complete the beneficiary information section, indicating whether the beneficiary is an individual, trust, estate, or other. Fill in the required personal details, including taxpayer identification number, address, and relationship to the deceased participant.
5. Specify any special handling instructions that may apply, such as how you would like to receive your benefit.
6. Choose your withdrawal elections by selecting how you want the death claim distributed. Ensure you understand all options, as some may not be applicable based on the plan.
7. Select your payment delivery option, deciding between a check or an electronic funds transfer to ensure you receive your funds promptly.
8. Fill out the tax withholding preferences according to your financial situation, indicating federal and state tax withholding choices.
9. Review the important notices section to familiarize yourself with any relevant legal warnings related to your claim.
10. Sign and date the authorization form, certifying that all information provided is true and accurate. Include any necessary signatures from an authorized employer or plan sponsor representative.
11. Check the final checklist to ensure all sections are completed, required documentation is attached, and all necessary signatures are gathered.
12. Submit the completed form along with the death certificate and any other required documentation to Voya, either via mail or fax, as indicated in the instructions.

Start completing your death claim request online today for timely processing.