Get Voya Covid Withdrawal

Navigating the Voya Covid Withdrawal form can be straightforward with the right guidance. This step-by-step guide will help you complete the form accurately and efficiently, ensuring that you meet the necessary requirements.

Follow the steps to successfully complete your withdrawal request.

1. Press the ‘Get Form’ button to access the Voya Covid Withdrawal form and open it.
2. In the 'Plan Information' section, print your plan number and employer name as found on your quarterly statement.
3. Fill in your account holder information, including your name, social security number, address, city, state, zip code, and a daytime phone number.
4. In the 'Withdrawal Amount' field, indicate the total amount you wish to withdraw, ensuring it does not exceed $100,000 for the taxable year.
5. In the 'Tax Withholding' section, choose whether to withhold federal income tax and indicate the amount, if any, that you want additional withheld.
6. Specify your state of residency for tax purposes and complete the state withholding instructions as applicable.
7. Select your delivery options for receiving the cash distribution, whether by electronic funds transfer (EFT) or check, and fill in bank account details if applicable.
8. Read through the account holder authorized signature section carefully, then sign and date the form to certify that all the provided information is true and complete.
9. If required by your plan, ensure that the employer or plan sponsor completes the authorized signature and certification.
10. Finally, mail or fax the completed form to Voya at the designated address. Save a copy for your records.

Complete your Voya Covid Withdrawal form online today to access your funds promptly.