Yes! You can use AI to fill out Inherited IRA Transfer of Assets/ Direct Rollover Form
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.
Our AI automatically handles information lookup, data retrieval, formatting, and form filling.
It takes less than a minute to fill out Voya Inherited IRA Transfer Form using our AI form filling.
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Form specifications
| Form name: | Inherited IRA Transfer of Assets/ Direct Rollover Form |
| Number of pages: | 1 |
| Language: | English |
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How to Fill Out Voya Inherited IRA Transfer Form Online for Free in 2026
Are you looking to fill out a VOYA INHERITED IRA TRANSFER FORM form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your VOYA INHERITED IRA TRANSFER FORM form in just 37 seconds or less.
Follow these steps to fill out your VOYA INHERITED IRA TRANSFER FORM form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload or select the Inherited IRA Transfer of Assets/Direct Rollover Form.
- 2 Provide your personal details as the beneficiary (Inherited IRA Owner), including your name, date of birth, and Social Security Number.
- 3 Enter the required information about the original deceased IRA owner, such as their full name, date of birth, and date of death.
- 4 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.
- 5 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.
- 6 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.
- 7 Review all the information auto-filled by the AI for accuracy, then download and mail the completed form to Voya Investment Management as instructed.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
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Frequently Asked Questions About Form Voya Inherited IRA Transfer 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.
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.
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.
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.
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.
Providing incomplete or incorrect information on the form is the most common cause of delays. Ensure all fields are filled out accurately before submitting.
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.
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.
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.
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.
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.
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.
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.
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.
Compliance Voya Inherited IRA Transfer Form
Validation Checks by Instafill.ai
1
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.
2
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.
3
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.
4
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.
5
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.
6
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.
7
Account Type Transfer Consistency
This check ensures logical consistency between the source account type and the destination account type for trustee-to-trustee transfers. For example, an 'Inherited Roth IRA' should be transferred into a 'Roth Inherited IRA'. This is critical for maintaining the tax-advantaged status of the funds and preventing unintended taxable events. An inconsistency will halt the process until the applicant clarifies or corrects the account types.
8
Participant Authorization and Date Completeness
This validation confirms that both the 'Participant's Signature' and the 'Date' fields in the authorization section are completed. The signature provides legal authorization for the transfer, and the date establishes when the authorization was given. Missing either of these elements renders the form legally incomplete and will prevent any action from being taken on the account.
9
Date of Death Precedes Signature Date
This check verifies that the Original IRA Owner's Date of Death occurred before the date the participant signed the form. This is a fundamental logical check to ensure the timeline of events is correct, as the inheritance can only occur after the original owner is deceased. An invalid sequence would indicate a significant data error requiring immediate correction.
10
Partial Transfer Details Requirement
This validation ensures that if 'Partial amount' is selected under the 'Current Custodian and Account Information' section, the user has provided details for at least one investment to be transferred (Fund Name/TICKER/CUSIP and amount/shares). Without these specifics, the current custodian has no instructions on which assets to move. The request would be considered incomplete and could not be processed.
11
CD Maturity Date Constraint
This check validates that if 'At Maturity Date' is selected for a Certificate of Deposit, the provided maturity date is not more than 60 days in the future from the date of submission. This rule is explicitly stated on the form to manage the transfer pipeline. A date outside this window would cause the request to be held or rejected, requiring the applicant to resubmit the form closer to the maturity date.
12
Required Inherited Owner Information Completeness
This validation ensures all fields within the 'Inherited IRA Owner Information' section (Name, Date of Birth, Social Security Number, Residential Address, and Telephone Number) are filled out. This information is fundamental for establishing the new account and for regulatory compliance. Incomplete information will result in processing delays as the firm will need to contact the applicant to obtain the missing data.
13
Mutually Exclusive Investment Destination Selection
This check ensures that the user has selected only one option in Section A of 'Investment Instructions' – either 'I am opening a new Inherited IRA' or 'Deposit the proceeds into my existing Inherited IRA'. Selecting both options creates ambiguity about where the funds should be directed. The form must be rejected if both are checked, forcing the user to clarify their intent.
Common Mistakes in Completing Voya Inherited IRA Transfer Form
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