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ReferenceVoya Financial: Plan, Invest, Protect Voya Voya Financial: Plan, Invest, Protect Voya Refer

ReferenceVoya Financial: Plan, Invest, Protect Voya Voya Financial: Plan, Invest, Protect Voya Refer 2025

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The document is a checklist and request form for initiating an outgoing rollover, transfer, or exchange of fixed/variable annuities from employer-funded plans such as 403(b), Roth 403(b), 401(k), or pension plans. It outlines the necessary steps and information required to ensure the request is processed correctly, including sections for contract owner information, withdrawal amounts, acknowledgment of charges, reasons for withdrawal, and required signatures. The document emphasizes the importance of completing all sections accurately to avoid delays and highlights tax implications associated with distributions.

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Versions	Form popularity	Fillable & printable
2022	4.7 Satisfied (26 Votes)
2021	4.7 Satisfied (41 Votes)
2020	4.8 Satisfied (92 Votes)
2019	4.8 Satisfied (104 Votes)
2018	4 Satisfied (68 Votes)
2017	4.4 Satisfied (138 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.

Is Voya a good 401k plan?

Voya has received high ratings from AM Best and the BBB. It is a financially strong company with years of experience.

Can I withdraw all my money from Voya?

Generally, while you are still an active employee, you cant withdraw money from your account before the retirement age specified in your Plan. 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.

Is Voya Financial a real company?

Voya is a leading provider of retirement products and services in the U.S., serving approximately 39,000 U.S. employers and over 7 million individual retirement plan participants. Voya also has approximately 450 financial professionals serving retail and workplace clients.

What is Voya Protect?

Voya Protect Group Limited Benefit Insurance Built-to-be-used, benefits are paid out quickly and easily for covered diagnoses and can be used to help pay out of pocket monthly bills, medical costs and more.

How do I get my money out of Voya?

You can request a withdrawal online at VoyaRetirementPlans.com, or call a Voya Customer Service Associate at (800) 584-6001. Need help?

Why did I receive a check from Voya Financial?

After the account is established and the balance falls below $1,500, the account will be closed. A check for the account balance and accrued interest will be sent to you.

What is the Voya controversy?

Voya Financial may have breached its fiduciary duties by making unsuitable investments with employees 401k portfolios, potentially costing participants in its 401k plan thousands of dollars in lost retirement savings.

Is Voya Financial legitimate?

Voya Financial is a financially strong and stable company that has been rewarded an A (excellent) rating from AM Best. The A rating assures customers that Voya is an insurance company capable of offering guaranteed, secure coverage.

ReferenceVoya Financial: Plan, Invest, Protect Voya Voya Financial: Plan, Invest, Protect Voya Refer 2025

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