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Get Voya Order 144774 2019
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How to fill out the Voya Order 144774 online
This guide provides detailed instructions on completing the Voya Order 144774 online. Whether you are requesting a rollover, transfer, or exchange, these step-by-step instructions aim to simplify the process for users with varying levels of experience.
Follow the steps to complete the Voya Order 144774 online.
- Click the ‘Get Form’ button to obtain the Voya Order 144774 form and open it for completion.
- Provide your contract owner information in Section 1. All fields are required, including your contract number, name, Social Security Number (SSN) or Tax Identification Number (TIN), address, city, state, ZIP code, and phone number.
- If applicable, complete Section 2 for Alternate Payee information, entering required details such as the alternate payee’s name and address.
- In Section 3, specify where you are moving the assets to by providing the financial institution’s name, the advisor or agent's name, and ensure to attach a letter of acceptance from that institution.
- Enter the withdrawal amount in Section 4. You may choose to specify a dollar amount or a percentage of the contract value.
- Acknowledge any withdrawal charges in Section 5. Be aware of charges or market value adjustments that may apply.
- Indicate your reason for withdrawal in Section 7, if applicable, especially if selecting a direct rollover in Section 8.
- Specify the type of disbursement you are requesting in Section 8. Choose one of the options provided.
- Complete Section 11 by signing and dating as the contract owner, ensuring all required certifications are checked.
- If necessary, obtain authorized signatures from your employer or third-party administrator in Sections 12 and 13.
- Review all sections of the form to ensure completeness before saving changes, downloading, printing, or sharing the form as needed.
Complete your Voya Order 144774 online today and ensure your request is processed smoothly.
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