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01. Edit your voya forms for withdrawal online
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How to use or fill out the Voya Direct Rollover Form with Our Platform
- Click ‘Get Form’ to open the Voya Direct Rollover Form in our editor.
- Begin by filling out the 'Contract Owner Information' section. Ensure you print clearly and provide all required details, including your contract number, name, and Social Security Number (SSN).
- If applicable, complete the 'Alternate Payee Information' section for any requests due to a Qualified Domestic Relations Order.
- In the 'Account You Are Moving Assets To' section, enter the financial institution's name and ensure you have a letter of acceptance ready.
- Select your desired 'Withdrawal Amount' by choosing either a partial or full withdrawal and specify the amount or percentage.
- Acknowledge any potential withdrawal charges in the 'Withdrawal Charge/Market Value Adjustment Acknowledgment' section.
- Complete the 'Reason for Withdrawal' section if necessary, especially if selecting a Direct Rollover.
- Finally, review all sections for accuracy before signing in the designated areas. Ensure that all required signatures are obtained before submission.
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