Other Disclosures - Voya Financial Advisors, Inc. 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Owner Information section. Enter the names and SSNs/TINs of all owners. If there are more than four owners, use the Additional Information section for extra details.
3. In the Account Registration section, select the appropriate account type from the provided options such as Individual, IRA, or Trust.
4. Next, complete the Account Profile section by selecting your primary investment objective and liquidity needs. This helps tailor your investment strategy.
5. Proceed to Source of Funds and Existing Product Information sections. Provide details about where your funds are coming from and any existing products you hold.
6. Finally, review all entries for accuracy before saving or submitting your completed form through our platform.

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