Estate planning and settlement at Voya
Name beneficiaries online, fund a trust by mail, and report a death at 1-888-238-4840
Voya manages 12 retirement retirement accounts where beneficiary designations—not a will—control who inherits the balance. Because these are tax-advantaged accounts, the designation also determines the tax treatment for whoever receives them.
Voya lets account holders update beneficiary designations online and by mail. Trust funding is also available, allowing families to name a trust as the beneficiary of retirement accounts.
Voya provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 12 account types at Voya.
Preparing your estate →Death claim process
Report the death to Voya's Life, AD&D and Waiver of Premium Claims at 1-888-238-4840. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Voya primary sources (28 pages reviewed). How we research.
Voya customer support
Existing Plan Participants (Voya Retirement Insurance and Annuity Company)
Phone
Toll-free
Enroll in Your Employer's Plan
Group Life and Disability Customers (benefits and claims)
Supplemental Health Benefits Customers
Health Account Solutions Customers (HSA, FSA)
Fixed/Variable Account Holders
Voya Investment Management Shareholder Services
Voya Financial Advisors
Resolution Life Policy Owner Customer Service
Hours
Website
Estate planning articles
Learn how to protect your Voya accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
