Get Voya 83265 2023-2026

Filling out the Voya 83265 form online is an important step in the process of establishing a Beneficiary account and electing a withdrawal option for a death claim from a deceased Participant’s account. This guide aims to provide clear and supportive instructions for users to navigate the form efficiently.

Follow the steps to complete the Voya 83265 form.

1. Press the ‘Get Form’ button to access the Voya 83265 form and open it in your document viewer.
2. Carefully fill out the PLAN INFORMATION section, providing the Plan Name and Plan Number.
3. In the DECEASED PARTICIPANT INFORMATION section, enter the Participant's name, social security number, date of death, and date of birth. Remember to attach a copy of the death certificate.
4. Certify the marital status of the decedent by checking the applicable box as required.
5. In the BENEFICIARY INFORMATION section, select the appropriate type of beneficiary (individual, trust, estate, or other) and fill in the beneficiary's name, taxpayer identification number, address, and contact information.
6. Complete the WITHDRAWAL ELECTIONS section by indicating how you want the death claim distributed. Choose between full cash distribution, partial cash distribution, deferred distribution, or systematic withdrawal options based on your needs.
7. Fill in any applicable tax withholding instructions, specifying federal and state tax options as required.
8. Review the IMPORTANT NOTICES to ensure you understand the legal implications of your claims and the necessary documentation.
9. Sign and date the form where indicated, ensuring to include the required information for both beneficiary and Plan Sponsor authorization.
10. Finally, mail or fax the completed form along with any supporting documents to Voya at the indicated address or fax number.

Complete your Voya 83265 documents online to ensure efficient processing of your claim.