Account Maintenance FAQ's - WI

Required Documents:

• Letter of Instruction

Delivery Methods:

• Fax
• Mail
• Phone Call
• Internet

Additional Information:

• Letter of Instruction signed by all authorized account owners, should include account number's and new address to be maintained.

Required Documents:

• Letter of Instruction

Delivery Methods:

• Fax
• Mail
• Phone Call
• Internet

Additional Information:

• Letter of Instruction signed by all authorized account owners, should include account number's to be maintained, E-mail address and what type of documents are to be received via E-mail notification.

Required Documents:

• Letter of Instruction

Delivery Methods:

• Fax
• Mail
• Phone Call
• Internet

Additional Information:

• Letter of Instruction signed by all authorized account owners, should include account number's and E-mail address to be maintained.

Required Documents:

• Letter of Instruction

Delivery Methods:

• Fax
• Mail
• Phone Call
• Internet

Additional Information:

• Letter of Instruction signed by all authorized account owners, should include account number's and new phone number to be maintained.

Required Documents:

• Letter of Instruction

Delivery Methods:

• Fax
• Mail

Additional Information:

• Letter of Instruction signed by all authorized account owners and should include account number's to be maintained.

Required Documents:

• Change of Registration Form

Delivery Methods:

• Fax
• Mail

Additional Information:

• Change of registration form signed by all account owners.

Required Documents:

• Letter of Instruction or Bank Information add form and pre-printed voided check or deposit slip. Letter and form require MSG to be processed. If voided check or deposit slip is unavailable, letter of instruction on Bank letter head with bank details can also be sent. This document will require an MSG and signed by bank manager or above

Delivery Methods:

• Fax
• Mail

Additional Information:

• Letter or Bank instruction form signed by all authorized account owners with MSG.

Required Documents:

• Letter of Instructions

OR

• Change of Registration Form

Delivery Methods:

• Fax
• Mail

Additional Information:

• Letter of instruction should include:
  • Fund and Account number.
  • Signor of letter acting capacity.
  • Instructions to change name.
  • Old and new names with MSG on both names

Required Documents:

• Receiving firm Transfer paperwork with signed letter of acceptance

Delivery Methods:

• Fax
• Mail

Additional Information:

• Completed Transfer paperwork from receiving firm. Letter of acceptance must be included for the transfer to be complete.

Required Documents:

• Retirement New account Application and transfer paperwork.

Delivery Methods:

• Fax
• Mail

Additional Information:

• Completed retirement new account application if owner does not currently hold account with Voya Funds. Completed Transfer of assets form with current custodial account information.