Literature Search
Voya General Instructions For Qualified Plan Distributions
Date: February 01, 2018
Approved For: Public Use Material
Voya IRA - Recharcterization Request Form - (Internal)
Date: February 01, 2018
Approved For: Public Use Material
Request for Taxpayer Identification Number and Certification
Date: February 01, 2018
Approved For: Public Use Material
Voya Roth IRA - Conversion Request Form – (Internal)
Date: February 01, 2018
Approved For: Public Use Material
Voya Simple IRA - Required Minimum Distribution Election Form
Date: February 01, 2018
Approved For: Public Use Material
Voya Simple IRA - Individual Retirement Account Distribution Request Form
Date: February 01, 2018
Approved For: Public Use Material
Voya Mutual Fund Non-Retirement Account Application - Classes A & C
Date: January 30, 2018
Approved For: Public Use Material
Voya IRA - Individual Retirement Account Application
Date: January 30, 2018
Approved For: Public Use Material
Voya Mutual Fund Non-Retirement Account Application - Classes I & W
Date: January 30, 2018
Approved For: Public Use Material
Voya IRA - Beneficiary Designation Change Form
Date: January 30, 2018
Complete this form to change your current Primary or Contingent Designated Beneficiary(ies). The share percentage must equal 100% for all Primary Beneficiaries and 100% for all Contingent Beneficiaries. If neither the Primary nor the Contingent Beneficiary box is checked, the beneficiary will be deemed to be a Primary Beneficiary.
Approved For: Public Use Material
Voya IRA - Recharacterization Request Form (External)
Date: January 30, 2018
Approved For: Public Use Material
Voya IRA - Required Minimum Distribution Election Form
Date: January 30, 2018
Approved For: Public Use Material
Voya 403(b) Custodial Account Beneficiary Designation Change Form
Date: January 30, 2018
Approved For: Public Use Material
Voya Address Verification Form & Returned Mail Stop Removal
Date: January 30, 2018
Approved For: Public Use Material
Pomona Investment Fund Investor Application - Class M1 & M2 Shares
Date: January 30, 2018
Approved For: Public Use Material
Voya Roth IRA - Conversion Request Form (External)
Date: January 30, 2018
Use this form to convert a traditional, SEP or SIMPLE (after the required two year holding period) Individual Retirement Account ("IRA") from another custodian or trustee to a Voya Investment Management Roth IRA. If establishing a new Roth IRA, attach a completed Roth Individual Retirement Account Application and Adoption Agreement. This form is not intended for initiating conversions from employer sponsored plans; 401(k) or 403(b) plans (contact your plan’s administrator for instructions).
Approved For: Public Use Material