Get Voya Order 131394 2021-2026

This guide will assist you in completing the Voya Order 131394 form online. By following the step-by-step instructions provided, you can ensure that your Surrender Application is filled out accurately and submitted correctly.

Follow the steps to complete your Voya Order 131394 form.

1. Click ‘Get Form’ button to access the Voya Order 131394 form and open it in your online editor.
2. Begin by filling out the Owner Information section. Include the Insured Name with first, middle initial, and last name, followed by the Owner Name in the same format. Ensure you also provide the Owner's Social Security Number or Tax Identification Number and the Policy/File Code Number.
3. In the next section, acknowledge your surrender of the policy by checking the box indicating that you understand you are surrendering all rights and interests in the policy.
4. Specify whether any of the surrender proceeds will be used to fund a new life insurance or annuity policy by selecting 'Yes' or 'No.' If you select 'Yes', provide the name of the insurance company for the new policy.
5. Certify your legal age and confirm that the policy is not subject to any liens, bankruptcy proceedings, or claims, unless otherwise noted.
6. Indicate the reason for surrendering your policy by selecting one of the options provided in the form.
7. Complete the ERISA Plans section if applicable, providing information about the employer or plan administrator and obtaining the necessary signatures.
8. Fill out the Withholding Elections section, carefully selecting your preferences for federal and state income tax withholding.
9. If you reside in a community property state, complete the requirements in that section regarding spouse signatures or indicate your marital status.
10. Lastly, sign and date the form, entering your contact information. If applicable, ensure all necessary additional signatures are provided.
11. Once all sections are completed, save your changes. You may choose to download, print, or share the form as needed before final submission.

Complete your Voya Order 131394 form online today to ensure a smooth surrender process.