Get Voya Order 144774 2020

Filling out the Voya Order 144774 form is essential for processing your rollover, transfer, or exchange requests from qualified plans. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to fill out the Voya Order 144774 online.

1. Click 'Get Form' button to download the Voya Order 144774 form and access it in your preferred editing tool.
2. Fill in your contract owner information in Section 1. This includes your contract number, name, Social Security Number or Tax Identification Number, and contact details. Ensure all fields are complete.
3. If applicable, provide alternate payee information in Section 2, including their name and contact information.
4. In Section 3, indicate the financial institution you are moving assets to. A letter of acceptance from this institution is required.
5. Complete Section 4 by specifying the withdrawal amount you are requesting. You can select a specific dollar amount, a percentage of the contract value, or indicate if you want the maximum amount available without a withdrawal charge.
6. Acknowledge any potential withdrawal charges in Section 5 by indicating the amount of any withdrawal charge and/or market value adjustment.
7. Specify your reason for withdrawal in Section 7, as required for certain options, including direct rollovers.
8. In Section 8, indicate the type of disbursement you are requesting. Choose from options such as exchanges, transfers, or direct rollovers.
9. Review and complete Section 11 where you will provide the necessary signatures and acknowledgments. Ensure all required fields concerning tax withholding certifications are filled.
10. If required, obtain necessary signatures from your employer or third-party administrator in Sections 12 and 13.
11. Save your changes, download, print the completed form, and prepare for submission to the designated address or fax number provided in the instructions.

Complete your Voya Order 144774 form online today to ensure timely processing of your request.