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How to use or fill out Voya Financial SEP IRA Beneficiary Designation

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Click ‘Get Form’ to open the Voya Financial SEP IRA Beneficiary Designation in our platform.
Begin by filling out the 'Insured Information' section. Enter the insured's name, birth date, employer/plan administrator name, Social Security Number (SSN), and policy number(s). Ensure all details are accurate for proper processing.
In the 'Beneficiary Information' section, specify your primary and contingent beneficiaries. For each beneficiary, provide their full name, address, birth date, SSN/TIN, relationship to the insured, percentage of proceeds they will receive, and select their beneficiary type (Primary or Contingent).
Complete the 'Authorization and Acknowledgment' section by signing and dating the form. If applicable, include signatures from any irrevocable beneficiaries or spousal consent.
Review all entries for accuracy before submitting. Save a copy of the completed form for your records.

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Who do I put for beneficiary designation?

4 Types of beneficiaries Primary beneficiaries. Contingent beneficiaries. Revocable beneficiaries. Irrevocable beneficiaries.

Who is the beneficiary designation of an IRA account?

Anyone who will suffer financially by your loss is likely your first choice for a beneficiary. You can usually split the benefit among multiple beneficiaries as long as the total percentage of the proceeds equal 100 percent.

Can you have beneficiaries on a SEP IRA?

When you invest in a beneficiary-named financial account, such as a SEP IRA, you should name the individuals or institutions you want to receive the assets in the account when you die. These are designated as your primary beneficiaries.

Can a SEP IRA have a beneficiary?

Although it can be, your estate should never be the named beneficiary of a SEP IRA. To do that, either on purpose or simply by failing to name a beneficiary, means the SEP IRA money will be disposed of by probate court, which may also delay the distribution for your heirs for months or even years.

Can you have an inherited SEP IRA?

Anyone (a spouse, non-spouse, or entity) who has inherited the assets of an IRA or employer-sponsored retirement plan is eligible to open an Inherited IRA. Eligible IRAs include Traditional, Rollover, SEP, SIMPLE, and Roth.

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