Get Voya Order 144774 2022-2026

This guide provides comprehensive instructions on how to fill out the Voya Order 144774 form for requesting an outgoing rollover, transfer, or exchange of fixed/variable annuities. It's designed to assist users at all experience levels with the online process.

Follow the steps to successfully complete the Voya Order 144774.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Complete Section 1: Provide all required details about the contract owner, including the contract number, name, and social security number. Ensure the mailing address is checked if it is the current permanent address.
3. Fill out Section 3: Enter the financial institution receiving the assets and ensure you provide a letter of acceptance from the institution as required.
4. In Section 4: Indicate the withdrawal amount by selecting either a specific dollar amount or a percentage of the contract value.
5. Acknowledge any withdrawal charge or market value adjustment in Section 5. Acknowledge if the amount is $500 or more, as this acknowledgment is necessary for processing.
6. Complete Section 7 by stating the reason for the withdrawal. This is mandatory if you select a direct rollover option.
7. Select the disbursement type in Section 8. Choose the appropriate option that matches your request.
8. Review and complete Section 11: Sign and date the form while certifying the tax withholding information. Include any required signatures from a spouse or alternate payee if applicable.
9. Check Section 12 and 13 for any required employer or third-party administrator signatures and certifications. Confirm these if they apply to your situation.
10. Once all sections are completed, save changes to the form. You can then download, print, or share the completed form as instructed.

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