Get the forms and applications you need to open and manage your accounts. Several forms are now available in an online format with no need to download, print and mail. View the available online forms below.
Online Forms
Online Form Name | When to Use | Access Online Form |
|---|---|---|
New Account Application | Set up new account on behalf of client | |
Withdrawal Form | Used to withdrawal funds from your account | |
New Account Application | Set up new account | Coming soon... |
Maintenance Form | Name change, address change, banking instructions, dollar cost averaging, automatic investments, e-delivery consent, Financial Advisor change, successor/account owner or UGMA/UTMA custodian change, sales charge changes | Coming soon... |
Transfer Form | Change registration of account, add/remove owner or beneficiary change, transfer upon death of owner, transfer to a new account owner due to minor reaching age of majority | Coming soon... |
Download & Mail Forms
Account Maintenance
Applications
Transactions
Mailing Instructions
Mail Contributions or Plan Forms to:
Tomorrow's Scholar 529 Plan
C/O Voya Investment Management
P.O. Box 534472
Pittsburgh, PA 15253-4472
Overnight/Street Mail:
Tomorrow's Scholar 529 Plan
Attention: 534472
500 Ross Street 154-0520
Pittsburgh, PA 15262
To Purchase by Wire or ACH:
BNY Mellon Bank
ABA: 011001234
Account #: 742953
Account Name: Tomorrow's Scholar
FFC: Investor Fund and Account Number