Filing a claim for benefits after the loss of a loved one can be a daunting process, but understanding how to properly complete the Voya Claimant Statement form can make it less burdensome. This form is essential for beneficiaries seeking to claim proceeds from policies under the Voya Insurance and Annuity Company and its affiliates. Located in Des Moines, IA, Windsor, CT, Woodbury, NY, and Denver, CO, these companies offer various options for claiming benefits, including the choice of lump sum payments, life expectancy deferrals, annuitizations, and more. Each option comes with specific instructions and conditions that must be carefully followed to ensure that the claim is processed smoothly. The form also outlines necessary documents such as certified death certificates and IRS Form W-9s, along with guidance for special cases where the decedent was a resident of Indiana or Ohio before 2013. Filing deadlines, potential tax consequences, and instructions for different beneficiary types like minors, trusts, estates, organizations, and custodian accounts are meticulously detailed. This detailed guidance aims to assist claimants through their options and obligations to expedite the process of accessing the benefits due to them, highlighting the importance of consulting independent investment and tax advisors to navigate the potential financial implications of their choices.
| Question | Answer |
|---|---|
| Form Name | Voya Claimant Statement |
| Form Length | 12 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 3 min |
| Other names | voya annuity death claim form, voya claim forms, print voya claim forms, voya proof of death claimant's statement |
