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If you select 1 3 or 4 below please also complete section 7. c 1. Direct Rollover of 403 b to c 403 b c Traditional IRA/SEP IRA c 401 a c 401 k c Governmental 457 b c Roth IRA1 c Inherited IRA c Inherited Roth IRA c SIMPLE c Designated Roth2 c 401 a c 401 k c Governmental 457 b c SIMPLE c Roth IRA c Inherited Roth IRA c OPTION E IRA TRANSFER - The following transfers are not subject to federal or state income tax withholding or reporting. These include for example required minimum distributions ...

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the difference between a direct transfer and a rollover?

The difference is really the type of account being moved. In a Transfer you are usually moving an IRA to another IRA directly. In a Rollover you are usually moving an employer sponsored plan to an IRA, and this can be directly or indirect.

Is direct rollover reportable?

A direct rollover is tax reportable, so you will receive tax documents related to this event. What should I know about withholdings? If any amount from the rollover was withheld for taxes or converted to a Roth IRA, this amount could be subject to taxes and possible early withdrawal penalties.

How do you do a direct rollover?

To engineer a direct rollover, an account holder needs to ask his plan administrator to draft a check and send it directly to the new 401(k) or IRA. In IRA-to-IRA transfers, the trustee from one plan sends the rollover amount to the trustee from the other plan.

Does VOYA accept rollovers?

only. 6 In the first 2 years, only rollovers from another SIMPLE IRA are permitted. After two years of participation, rollovers can be accepted from other IRAs or Qualified Plans. SIMPLE IRAs may not accept rollovers from Roth IRAs or designated Roth accounts of employer-sponsored plans.

What happens to my VOYA 401k if I quit?

If you do not elect a distribution method within 90 days after leaving, your account will be automatically rolled over to an individual retirement account at Voya.

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