Access 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.
Access Online Forms
Online Form | When to Use |
|---|---|
New Account Application - Advisor Use Only (Opens in new window) | Use to set up new account on behalf of client |
New Account Application - Individual Investor Use Only (Opens in a new window) | Use to set up new account (form requires Financial Advisor email address to complete) |
Use to withdraw funds from your account | |
Name change, address change, banking instructions, automatic investments, e-delivery consent, Financial Advisor change, successor/account owner or UGMA/UTMA custodian change, sales charge changes | |
Change of Beneficiary Form (Coming Soon) | Add, update or remove beneficiary |
Transfer Form (Coming Soon) | Change registration of account, add/remove owner, transfers on death, transfer to a new account owner due to minor reaching age of majority |
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