Voya Rollover Form - 401(k), 403(b), 457 deferred compensation plan, or rollover ira.*. Contact your former employer, plan administrator, or financial institution to request and receive a rollover distribution check. The plan also allows you to roll out your vested plan benefit when you leave your employer. Account transfer or rollover • “transfer or rollover from” = the current product type. You will need to provide the correct payee information for your rollover. Make an income plan to pay yourself in retirement¹. Cannot accept investment instructions on this form. Web • completed by voya back office section 7: Take a lump sum, cash out and pay the required taxes on the distribution. Web roll over your money to a new employer plan (if available and if rollovers are permitted).
401(k), 403(b), 457 deferred compensation plan, or rollover ira.*. View your plan online for more information. The rollover check should be mailed directly to you and payable as follows: You will need to provide the correct payee information for your rollover. Web • completed by voya back office section 7: Web roll over your money to a new employer plan (if available and if rollovers are permitted). Fill out the required information, investment instructions, and participant authorization, and sign the form with a medallion signature guarantee if needed. Make an income plan to pay yourself in retirement¹. Advisor information • completed by advisor note: Cannot accept investment instructions on this form. Contact your former employer, plan administrator, or financial institution to request and receive a rollover distribution check. Account transfer or rollover • “transfer or rollover from” = the current product type. Web use this form to request a transfer of assets or a direct rollover from an inherited ira or other retirement plan account to your voya investment management ira. Web you may roll over all or part of a distribution you receive from another qualified plan such as: Take a lump sum, cash out and pay the required taxes on the distribution. Roll over former employer plan savings to an ira. • voya institutional trust company for the benefit of (f.b.o.) The plan also allows you to roll out your vested plan benefit when you leave your employer.