158302 - Sponsor - Voya Financial 2025

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The document is an Annuity Transaction Worksheet and Disclosure from Voya Financial Advisors, Inc., detailing the process for purchasing variable, fixed indexed, and fixed annuity investments. It includes sections for owner information, source of funds, time horizon, risk tolerance, income and expenses, asset breakdown, proposed investment details, and risk disclosures. The document emphasizes the long-term nature of annuities, outlines required documentation for purchases, and highlights potential fees and penalties associated with early withdrawals.

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Click ‘Get Form’ to open the 158302 - Sponsor - Voya Financial document in the editor.
Begin by filling out the 'Owner Information' section. Enter the names of both the owner and joint owner as required.
In the 'Source of Funds for this Annuity Investment' section, select the appropriate option that describes how you will fund your annuity investment.
Indicate your 'Time Horizon for this Annuity Investment' by checking one of the provided options based on your investment duration preference.
Next, assess your 'Risk Tolerance for this Annuity Investment' and select one of the risk categories that best fits your financial strategy.
Complete the 'Income and Expenses' section by providing estimates for annual gross income and expenses, along with any sources of income.
For California residents, answer whether you have a reverse mortgage by selecting 'Yes' or 'No'.
Fill out the 'Asset Breakdown' section by listing asset types, their gross values, and any applicable penalties or fees to calculate liquid value.
Proceed to detail your proposed investment amount and provide information about existing annuities if applicable.
Finally, review all sections for accuracy before signing. Use our platform's features to save or share your completed form easily.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (105 Votes)
2019	4.2 Satisfied (112 Votes)
2016	4 Satisfied (24 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.

Does Voya Financial sponsor H1B?

Voya Investment Management, Llc filed 25 labor condition applications (LCAs) for H-1B visas and 5 labor certifications (LCs) for green cards during fiscal years 2022 - 2024. Voya Investment Management was ranked number 7,688 among all visa sponsors.

Is Voya Financial a legit company?

Voya Financial is a leading provider of retirement savings, investment and insurance products. The company has over $316 billion in assets under management and serves nearly 15 million customers.

Why wont Voya let me withdraw money?

Generally, while you are still an active employee, you cant withdraw money from your account before the retirement age specified in your Plan. After docHubing retirement age, you can request withdrawal forms by calling Customer Service or through this website.

How to pull 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 am I not allowed to withdraw from my 401k?

Account holders under age 59 often cant take 401(k) withdrawals from a current employers plan at all. If a plan does allow withdrawals or financial hardship requirements are met, you may still be responsible for taxes and penalties.

Can I cash out my Voya 401k without penalty?

Any portion of a withdrawal attributable to qualified Roth after-tax contributions (but not earnings (unless you are age 59 or older and meet the 5-year rule on first contribution) are not subject to tax withholding. If you are younger than age 59, a 10% early withdrawal penalty may apply.

158302 - Sponsor - Voya Financial 2025

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