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Inherited IRA Transfer of Assets/ Direct Rollover Form, page 1

Basic · 40/100Form Complexity Index

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No typing into boxes, nothing to install.

Tell the AI about youAnswer a few questions in plain words, or upload a document you already have. That is all the typing there is.

AI fills every field in secondsIt puts each answer in the right box on every page, checkboxes included.

Check it and downloadReview every field, change anything, then download, print or sign the PDF.

What this form asks for

The AI fills all of it, from your answers or your documents.

This form is used to request a trustee-to-trustee transfer or a direct rollover of assets from a retirement plan account that you hold as the beneficiary of a deceased participant. It facilitates moving these funds into an Inherited IRA at Voya Investment Management, ensuring the assets are correctly titled and managed according to inheritance rules. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.

Fillable fields65

Pages2

Form Complexity IndexBasic, 40/100

The AI checks your answers before you download

13 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Inherited Owner's SSN Format

This check verifies that the Social Security Number provided in the 'Inherited IRA Owner Information' section is a valid 9-digit number. It can accept formats with or without hyphens (e.g., XXX-XX-XXXX or XXXXXXXXX). This is critical for tax reporting and unique identification of the account owner. If the format is invalid, the form cannot be processed, leading to delays and potential rejection by the financial institution.

Original Owner's Date of Death Chronology

This validation ensures that the Original IRA Owner's Date of Death is chronologically after their Date of Birth. It serves as a basic sanity check to prevent data entry errors. An illogical date sequence would invalidate the entire premise of an inherited account and would require immediate correction before the transfer can be initiated.

Investment Allocation Total Percentage

This check confirms that the sum of all percentages listed in the 'Investment Instructions' (Section C) equals exactly 100%. This is crucial to ensure that the entire transferred or rolled-over amount is allocated to specific funds without any portion being left uninvested or over-allocated. A mismatch would halt the investment process, requiring the applicant to correct the allocations.

Conditional Existing Account Number Requirement

This validation ensures that if the checkbox for 'Deposit the proceeds into my existing Inherited IRA' is selected, the corresponding Account Number field is not empty. Without the account number, the system cannot identify the correct destination for the funds. Failure to provide the number will result in processing delays as the request cannot be fulfilled.

Residential Address P.O. Box Prohibition

This check verifies that the address provided in the 'Residential Address' field is a physical location and not a P.O. Box, as explicitly stated on the form. Financial institutions require a physical address for compliance with federal regulations like the USA PATRIOT Act. Submitting a P.O. Box will lead to the rejection of the form and require the applicant to resubmit with a valid physical address.

Transfer-in-Kind (TIK) Eligibility Check

This validation confirms that the 'Transfer-in-Kind' option is only selected when the 'Type of Request' is an 'IRA Transfer of Assets (TOA)'. The form states that direct rollovers from qualified plans must be in cash. Selecting TIK for an ineligible transaction type would cause the request to be rejected by either the current or receiving custodian, as it violates the transfer rules.

And 7 more checks

Account Type Transfer Consistency
Participant Authorization and Date Completeness
Date of Death Precedes Signature Date
Partial Transfer Details Requirement
CD Maturity Date Constraint
Required Inherited Owner Information Completeness
Mutually Exclusive Investment Destination Selection

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How to Fill Out Voya Inherited IRA Transfer Form Online for Free in 2026

What the AI walks you through.

Navigate to Instafill.ai and upload or select the Inherited IRA Transfer of Assets/Direct Rollover Form.
Provide your personal details as the beneficiary (Inherited IRA Owner), including your name, date of birth, and Social Security Number.
Enter the required information about the original deceased IRA owner, such as their full name, date of birth, and date of death.
Complete the Investment Instructions section, specifying if you are opening a new account or using an existing one, the account type, and how the funds should be invested.
Fill in the details of the current custodian and the account from which you are transferring the assets, including the account number and type of account.
Specify the transfer amount (full or partial) and provide your authorization by signing and dating the form. Obtain a Medallion Signature Guarantee if required by the current custodian.
Review all the information auto-filled by the AI for accuracy, then download and mail the completed form to Voya Investment Management as instructed.

Frequently Asked Questions About Voya Inherited IRA Transfer Form

Is it really free for 7 days?

Yes. You pay $0 today. Cancel before Nov 5 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your Voya Inherited IRA Transfer Form.

Can I fill other forms too?

This plan is for your Voya Inherited IRA Transfer Form: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.

How do I cancel?

From your account, in two clicks, any time. No email, no call.

How does the AI fill out Voya Inherited IRA Transfer Form?

You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Voya Inherited IRA Transfer Form, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.

What happens to my information?

It is encrypted in transit and at rest, and it is never used to train AI.

How complex is Voya Inherited IRA Transfer Form to fill out?

Voya Inherited IRA Transfer Form has a Form Complexity Index of 40 out of 100, in the basic tier: 65 fillable fields across 2 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.

What is the purpose of the Inherited IRA Transfer of Assets/Direct Rollover Form?

This form is used to request the movement of assets from a retirement account you inherited as a beneficiary into a new or existing Inherited IRA at Voya Investment Management.

Who should use this form?

This form is for non-spouse beneficiaries who have inherited a retirement account (like an IRA, 401(k), or 403(b)) and want to transfer it to an Inherited IRA with Voya.

I am a spouse beneficiary. Can I use this form?

No, this form is specifically not for spouse beneficiaries who want to move inherited assets into an IRA in their own name. You will need to use a different form for that purpose.

What information do I need about the original deceased owner?

You must provide the original owner's full name, date of birth, and date of death. This information is required to correctly process the inherited assets.

What is a Medallion Signature Guarantee and do I need one?

It is a special signature verification stamp from a financial institution that guarantees your identity. You must contact your current custodian to ask if they require a Medallion Signature Guarantee to process the transfer.

What could cause a delay in processing my request?

Providing incomplete or incorrect information on the form is the most common cause of delays. Ensure all fields are filled out accurately before submitting.

Where do I mail the completed form?

You can send the form via First Class Mail to P.O. Box 534480, Pittsburgh, PA 15253-4480, or via Overnight Mail to 500 Ross Street 154-0520, Pittsburgh, PA 15262.

Why should I contact my current custodian before submitting this form?

Your current custodian may require you to complete their own in-house forms or follow specific procedures to authorize the release of assets. Contacting them first ensures a smoother and faster transfer process.

What do I need to do if I'm opening a new Inherited IRA with this transfer?

If you are establishing a new account, you must check the appropriate box in the 'Investment Instructions' section and attach a completed Voya Investment Management Inherited IRA application with this form.

Can I transfer investments 'in-kind' from a 401(k) plan?

No, direct rollovers from a qualified plan like a 401(k), 403(b), or 457 plan must be in cash. Transferring assets 'in-kind' is only an option for assets already held within an IRA.

What is a 'successor beneficiary' and what extra information is needed?

A successor beneficiary is someone who inherits an IRA from a now-deceased beneficiary, not the original owner. If this applies to you, you must provide the details for both the original owner and the deceased beneficiary.

Can AI tools help me fill out this form?

Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you time and help reduce errors when completing the form.

How can I fill out this Inherited IRA Transfer form online?

You can use a service like Instafill.ai to fill out this form online. Simply upload the PDF, and the tool will make it interactive so you can type your information directly into the fields before printing.

The PDF version of this form I have is not fillable. What can I do?

If you have a non-fillable or 'flat' PDF, you can use a tool like Instafill.ai. It can convert the non-fillable PDF into an interactive, fillable form that you can complete on your computer.

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