Get Voya Form 133011 2016
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How to fill out the Voya Form 133011 online
The Voya Form 133011 is essential for those assuming ownership of a life insurance policy following the passing of the original owner. This guide provides clear steps for completing the form accurately and efficiently.
Follow the steps to complete the Voya Form 133011 online.
- Press the ‘Get Form’ button to obtain the form and access it in your preferred format.
- Begin by filling out Section A with the deceased owner information. Provide the insured's name, policy/file code number, deceased owner's name, date of death, and Social Security Number or Tax Identification Number as required.
- Next, move to Section B to enter the new owner information. Include the new owner's name, their relationship to the insured, residential address (PO boxes are not allowed), city, state, Social Security Number or Tax Identification Number, birth date, and phone number.
- Specify the gender of the new owner by selecting the appropriate box. If the new owner is a trust, provide the trust name, Tax Identification Number, trustee names, phone number, type of trust (revocable or irrevocable), date of trust, and relationship to the insured.
- Continue in Section B by confirming the new owner's residential address again. This ensures accuracy for important communications.
- In Section C, complete the taxpayer certifications and signatures. The new owner must certify their taxpayer identification number is correct, acknowledge if they are subject to backup withholding, and confirm U.S. person status.
- If the new owner is a non-resident alien, check the appropriate box and provide the country of residence.
- Ensure all signatures required are completed. This includes the new owner's signature and, if applicable, the signature of any irrevocable beneficiary. If the new owner is a business entity, additional signatures from authorized representatives may be required.
- Review the entire form for accuracy and completeness. Once confirmed, save any changes to the document, download it for your records, and print if necessary for submission.
Complete your Voya Form 133011 online today to ensure timely processing of your ownership assumption.
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Claim processing time at Voya can vary based on the type of claim and the completeness of your submission. Generally, once you submit the Voya Form 133011 along with any required documents, expect to see processing completed within ten to fourteen business days. If additional information is needed, Voya will reach out to you. Utilizing tools like USLegalForms can help you ensure that your submission is complete and accurate, which can lead to faster processing times.
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