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INCOMING ROLLOVER/TRANSFER for Governmental plans INSTRUCTIONS Mail Check to: Goya Institutional Trust Company, PO Box 3015, New York, NY 101163015 Mail Form to: Goya Retirement Insurance and Annuity

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How to fill out voya 457 rollover forms

01

Obtain the Voya 457 rollover forms from your employer or the Voya website.

02

Fill out your personal information such as name, address, social security number, and contact information.

03

Provide details about your current Voya 457 account including account number and balance.

04

Indicate the reason for the rollover and where you would like the funds to be transferred.

05

Sign and date the form before submitting it to Voya for processing.

Who needs voya 457 rollover forms?

01

Employees who have a 457 retirement account with Voya and wish to rollover their funds to another account or institution.

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What is voya 457 rollover forms?

Voya 457 rollover forms are documents used to transfer funds from a 457 retirement account with Voya Financial to another retirement account.

Who is required to file voya 457 rollover forms?

Anyone looking to transfer funds from their Voya 457 retirement account to another retirement account is required to file Voya 457 rollover forms.

How to fill out voya 457 rollover forms?

To fill out Voya 457 rollover forms, you will need to provide information about your current retirement account with Voya, as well as the details of the account you wish to transfer funds to. The forms can typically be completed online or by contacting Voya directly for assistance.

What is the purpose of voya 457 rollover forms?

The purpose of Voya 457 rollover forms is to facilitate the movement of funds from one retirement account to another in a tax-efficient manner, allowing individuals to continue saving for retirement without incurring penalties or taxes.

What information must be reported on voya 457 rollover forms?

Voya 457 rollover forms require detailed information about the funds being transferred, including account numbers, names of financial institutions, and the amount to be transferred. Additionally, personal information such as social security numbers may also be required.

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