Get Request For Financial Service - Voya For Customers

Filling out the REQUEST FOR FINANCIAL SERVICE online can seem daunting, but this guide will provide you with clear and detailed instructions every step of the way. You will gain a better understanding of each section and how to properly complete the form to ensure your request is processed efficiently.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to access the form and open it for editing.
2. Complete Section 1: Owner and Contract Information. Provide the name of the owner, contract number, address, city, state, social security number, phone number, birth date, and zip code. If applicable, also include joint owner and annuitant information.
3. Fill out Section 2: Additional Payments. Include the amount for a one-time additional payment or check the systematic additional payment option. Make sure to add a voided check and verify all banking information.
4. In Section 3: Automatic Rebalancing, select the frequency of the rebalancing and specify the percentage allocations for each division. Ensure that the total percentages equal 100.
5. Proceed to Section 4: Dollar Cost Averaging. Select the source fund, transfer amount, and duration, indicating the percentage and fund name. Remember to abide by the minimum requirements.
6. Complete Section 5: Reallocations by specifying the percentage or dollar amount you want to allocate to each division, ensuring that the total equals 100.
7. In Section 7, choose the type of withdrawal you are requesting under Partial Withdrawals and Cash Surrenders. Make sure to specify any desired dates and options.
8. For Systematic Withdrawals in Section 8, indicate the effective date and frequency of the withdrawal, and select the desired payment options.
9. In Section 9: Reason for Distribution, select the appropriate reason for your distribution, making sure to read the descriptions carefully.
10. Fill out Section 10: Payment Options by selecting how you would like to receive your payment, providing appropriate banking details as required.
11. Complete Section 11: Tax Withholding Election, specifying how much federal and state tax you wish to withhold.
12. If applicable, Section 12 requires a signature and certification from an employer or third-party administrator.
13. Finalize by signing Section 13: Acknowledgement and Signatures. Ensure all necessary signatures are complete, and provide any additional documentation as required.
14. Once all sections are completed, you can save changes, download a copy, print the form, or share it as needed.

Complete your form online today to ensure a smooth processing of your financial service request.