OutgOing rOllOver/transfer/exchange request fixeD/variaBle ...

Instructions - Page 1 of 1 Order #144774 12/03/2022 TM: TRANSFMNTOUTGOING rOllOver/transfer/exchange REQUESTFIXED/VARIABLE ANNUITIES - checklist FOREMPLOYER FUNDED PLANSR eliaStar Life Insurance Company (Home Office: Minneapolis, MN)ReliaStar Life Insurance Company of New York (Home Office: Woodbury, NY)(the Company )Members of the Voya family of companiesCustomer Service: PO Box 1559, Hartford, CT 06144-1559 Phone: 877-884-5050 Use this form to request a rollover, transfer, or exchange from your 403(b), Roth 403(b), 401, 401(k), or Pension plan to another company. Please follow the checklist to avoid delays in processing your request . A distribution is a tax reportable event that may not be COMPLETED FORMSS ection 1: CONTRACT OWNER INFORMATION Have you completed section 1? All fields in this section are 3: ACCOUNT YOU ARE MOVING ASSETS TOSection 7: REASON FOR WITHDRAWALS ection 8: DISBURSEMENT TYPENote: If any of these sections are incomplete, your request may be considered not in good order and a new form may be sent back to you for completion and re-submission.

Please follow the checklist to avoid delays in processing your request. A distribution is a tax reportable event that may ... back to you for completion and re-submission. ... or if a loan(s) will be paid with amounts deducted from your contract value. NOTE: Some 403(b) products provide a waiver of the withdrawal charge if the contract is at ...

Loading..

Tags:

  Checklist, Loan, Submissions, Rollovers

Information

Related search queries