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Venerable annuity surrender form

Voya surrender form 2025

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The document is a Surrender Application for various life insurance policies from Voya® companies. It outlines the process for surrendering a policy, including owner information, tax withholding elections, and requirements for ERISA plans and community property states. The document emphasizes the importance of consulting with an insurance or financial advisor before making changes to the policy and provides instructions for completing the application.

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Click ‘Get Form’ to open the Voya Surrender Form in the editor.
Begin by filling out Section A, 'Owner Information.' Enter the Insured Name, Policy/File Code Number, Owner Name, and Owner SSN/TIN. Ensure all details are printed clearly.
In Section A, confirm your surrender of the policy by checking the appropriate boxes regarding new insurance funding and certifying that the policy is not assigned or pledged.
If applicable, complete Section B for ERISA plans. Ensure your spouse signs if required.
Proceed to Section C for Withholding Elections. Choose whether to withhold federal and state taxes as per your preference.
Complete Section D if you live in a community property state; provide necessary signatures or divorce information.
Finally, review all sections for accuracy before signing at the bottom of the form. Submit via email or fax as instructed.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (123 Votes)
2018	4.3 Satisfied (58 Votes)
2016	4.3 Satisfied (140 Votes)

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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.

How can I close my retirement account?

You can make a 401(k) withdrawal in a lump sum, but in most cases, if you do and are younger than 59, youll pay a 10% early withdrawal penalty in addition to taxes. You can take a 401(k) loan against your balance but will be subject to penalties if you default.

Can I cash out my Voya account?

Generally, the steps to terminate a retirement plan include: Amend the plan to: Notify all plan participants and beneficiaries about the plan termination; Provide a rollover notice to participants and beneficiaries; Plan to pay any outstanding required employer contributions to the plan;

Does Voya allow in-service withdrawals?

The in-service withdrawal/transfer you are requesting will be distributed pro rata from your investment funds, unless you specify a preference by indicating below the percentage of your withdrawal you want distributed from each Investment Option.

How do I close out my Voya retirement account?

After reaching retirement age, you can request withdrawal forms by calling Customer Service or through this website. Youll owe taxes on any money you withdraw. The hardship withdrawal option is available only in a profit sharing or a 401(k) plan, provided your employer has elected this option.

How long does it take Voya to approve a termination withdrawal?

Separated participants can receive distributions no earlier than 45 days from their termination date. Final distribution checks are mailed first class within three business days of receiving your signed forms.

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What is the penalty for early withdrawal from Voya?

* Withdrawals from the plan may be subject to 20% federal tax withholding and, if you are younger than age 59, a 10% early withdrawal penalty will apply.