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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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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.

What is the purpose of the Surrender Application?

The Surrender Application is used to formally surrender a life insurance policy, relinquishing all rights and benefits associated with it.

How should I complete the Surrender Application?

You should complete the application using black or blue ink, ensuring all required fields are filled out accurately.

What happens if I surrender my indexed universal life (IUL) insurance policy before the block maturity date?

Surrendering your IUL policy before the block maturity date may result in losing any index credits associated with that block, and you may only earn the minimum guaranteed interest rate.

Can I use the proceeds from my policy surrender to fund a new life insurance or annuity?

Yes, you can indicate on the form whether any proceeds will be used to fund a new policy, but your agent must comply with replacement regulations in your state.

What should I do if my policy is subject to ERISA?

If your contract is under an ERISA plan, you must complete specific sections of the application and obtain spousal consent if applicable.

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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.