Voya direct rollover form 2026

1. Click ‘Get Form’ to open the Voya Direct Rollover Form in our editor.
2. 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).
3. If applicable, complete the 'Alternate Payee Information' section for any requests due to a Qualified Domestic Relations Order.
4. In the 'Account You Are Moving Assets To' section, enter the financial institution's name and ensure you have a letter of acceptance ready.
5. Select your desired 'Withdrawal Amount' by choosing either a partial or full withdrawal and specify the amount or percentage.
6. Acknowledge any potential withdrawal charges in the 'Withdrawal Charge/Market Value Adjustment Acknowledgment' section.
7. Complete the 'Reason for Withdrawal' section if necessary, especially if selecting a Direct Rollover.
8. 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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