Voya outgoing rollover form 2026

The document is an Outgoing Rollover/Transfer/Exchange Request form for Fixed/Variable Annuities related to employer-funded plans, provided by ReliaStar Life Insurance Company. It outlines the necessary steps and checklist items required for processing a rollover, transfer, or exchange of retirement funds from various plans such as 403(b), 401(k), and Pension plans. The form emphasizes the importance of completing all sections accurately to avoid delays and includes specific requirements regarding tax implications, withdrawal charges, and necessary signatures from both the contract owner and employer.

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Click ‘Get Form’ to open the Voya Outgoing Rollover Form in our editor.
Begin by completing Section 1, which requires your Contract Owner Information. Ensure all fields are filled accurately, including your name, SSN/TIN, and current address.
In Section 3, provide details about the account you are moving assets to. Attach a letter of acceptance from the new financial institution as required.
For Section 4, specify the withdrawal amount you are requesting. Choose between a specific dollar amount or a percentage of your contract value.
Complete Section 5 by acknowledging any withdrawal charges or market value adjustments that may apply. This is crucial for processing your request without delays.
In Section 7, indicate the reason for withdrawal if applicable. This is necessary if you select a Direct Rollover in Section 8.
Finally, review and sign Section 11 to certify all information provided is accurate. Ensure all required signatures are obtained before submission.

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2022	4.7 Satisfied (26 Votes)
2021	4.7 Satisfied (41 Votes)
2020	4.8 Satisfied (92 Votes)
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2017	4.4 Satisfied (138 Votes)