Enroll your Client Using an E-Form Application:
- Enter your Broker/dealer BIN at the top of the application (if applicable) and proceed through the application using the “Next” button.
- Assist your client by filling out the required fields in Sections 1, 6, 7, 9, and 10
- Visit the forms section to obtain the enrollment kit and other forms to assist your clients.
- For sales support, contact your Voya Investment Management wholesaler at (800) 334-3444.
Benefits of Enrollment via E-Forms:
- Efficient – The E-Form allows for accounts to be established as soon as same day
- Accurate – The E-Form requires certain fields to be completed to move forward, which ensures all required information is provided to prevent delays
- Convenient – Adding bank account information no longer requires a preprinted voided check
- Environmentally Conscious – The E-Form eliminates all requirements for printed application forms
- Availability – Available to all Broker/dealers that are not omnibus 529 processing for Tomorrow’s Scholar. Please follow your firm’s process for account openings.