Get Plan 3 Tap Annuity Purchase Form For Pers Sers Trs Drs Ms ...

This guide provides clear, step-by-step instructions for completing the Plan 3 TAP Annuity Purchase Form online. Designed for users of all experience levels, it will ensure a smooth submission process for your annuity purchase.

Follow the steps to successfully complete your annuity purchase form.

1. Click the ‘Get Form’ button to obtain the Plan 3 TAP Annuity Purchase Form and open it in your editor.
2. Input your personal information in the Customer Information section. Include your full name, birthdate, social security number, mailing address, email address, and phone number.
3. Select one of the options for the Plan 3 account from which you will purchase the annuity (PERS, SERS, or TRS). Indicate if the funds are part of a legal order or beneficiary designation.
4. Mark your marital status accurately by selecting from the given options: married, registered domestic partner, separated, single, or divorced.
5. Indicate the amount or percentage for the TAP Annuity purchase. Remember, the minimum amount is $25,000.
6. Choose your payment delivery preference: Direct Deposit or First Class Mail. If you selected Direct Deposit, provide the necessary bank information, including routing and account numbers.
7. Specify your federal withholding preferences, including filing status and number of allowances.
8. Select your preferred annuity option: Single Life Annuity, Joint Life Annuity with 100%, 66 2/3%, or 50% survivorship.
9. If you selected a Joint Life Annuity option, complete the section for the joint life annuitant's information, including their name and relationship to you.
10. Designate your primary and contingent beneficiaries. Ensure that the total percentages for each category add up to 100%.
11. Provide your signature and date in the Signature Required section. Ensure you understand and affirm the information provided.
12. If necessary, complete the Spousal Consent Notarization section in the presence of a notary public.
13. Submit the completed form via fax or mail to Voya Financial using the provided contact information.

Complete your Plan 3 TAP Annuity Purchase Form online today to ensure a secure financial future.