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Other Disclosures - Voya Financial Advisors, Inc.

Other Disclosures - Voya Financial Advisors, Inc. 2025

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The document is an Annuity Transaction Worksheet and Disclosure from Voya Financial Advisors, Inc., detailing the process for variable, fixed index, fixed annuity, and registered indexed-linked annuity transactions. It includes sections for owner information, account registration options, investment objectives, liquidity needs, risk tolerance, source of funds, existing product information, proposed annuity product details, and risk disclosures. The document emphasizes the importance of understanding the features and risks associated with annuities and outlines the responsibilities of both the client and the financial advisor.

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Click ‘Get Form’ to open it in the editor.
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.
In the Account Registration section, select the appropriate account type from the provided options such as Individual, IRA, or Trust.
Next, complete the Account Profile section by selecting your primary investment objective and liquidity needs. This helps tailor your investment strategy.
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.
Finally, review all entries for accuracy before saving or submitting your completed form through our platform.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (105 Votes)
2019	4.2 Satisfied (112 Votes)
2016	4 Satisfied (24 Votes)

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Has Voya been ?

If someone uses your SSN to obtain credit, loans, telephone accounts, or other goods and services, contact the Federal Trade Commission (FTC). The FTC collects complaints about identity theft from those whose identities have been stolen and provides resources for those whose SSN may have been exposed in a data bdocHub.

How do I know if I was part of a data bdocHub?

In 2016, cyber intruders impersonated independent advisors in Voyas network and called into the back office to get those advisors passwords reset, the SEC alleges. The intruders then used the new passwords to access personal information on 5,600 clients.

What is the data bdocHub of Voya Financial Advisors?

Overview of the BdocHub Voya Financial Advisors suffered a data bdocHub after an unauthorised third party accessed an employees email account on February 9, 2023. The bdocHub, discovered and contained on the same day, led to the potential exposure of personal data belonging to approximately 11,734 accounts.

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