Required Minimum Distribution - Voya for Professionals 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the OWNER INFORMATION section. Enter your Contract Number, select the Type of Contract (IRA or 403(b)), and provide your Marital Status, Name, SSN/TIN, Birth Date, Sex, Address, City, State, ZIP, and Phone Number.
3. In the DEFERRING YOUR FIRST REQUIRED MINIMUM DISTRIBUTION section, check the box if you wish to defer your first RMD and understand the implications of this choice.
4. Proceed to the REQUIRED MINIMUM DISTRIBUTION section. Choose one option: either let the platform calculate your RMD according to IRS guidelines or manually enter your calculated amount. If opting for automatic calculation, specify how often you want distributions (monthly, quarterly, annually).
5. Complete the Beneficiary Distribution section if applicable. Select payment frequency and date for payments.
6. Select your Payment Options. Choose between direct deposit or check payable options and fill in necessary banking details if applicable.
7. Fill out the TAX WITHHOLDING section as per your requirements for federal and state taxes.
8. Finally, review all information for accuracy before signing in the AUTHORIZATION AND SIGNATURE section.

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