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Voya Financial Fact Sheet

Voya Financial Fact Sheet 2026

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4.8 out of 5

105 votes

The document is a Client Relationship Summary (CRS) for Voya Financial Advisors, Inc. (VFA), effective June 30, 2020. It outlines the services provided by VFA as both a broker-dealer and an investment adviser, detailing the types of accounts and investment products available to retail investors. The CRS emphasizes the importance of understanding the differences between broker-dealer services and investment advisory services, including associated fees, costs, and potential conflicts of interest. It also highlights the legal obligations of VFA to act in the best interest of clients while disclosing various compensation structures that may influence recommendations. Additionally, it provides information on how clients can research their financial professionals and encourages open communication regarding investment decisions.

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Click ‘Get Form’ to open the Voya Financial Fact Sheet in the editor.
Begin by filling out your personal information in the designated fields, including your name, address, and contact details. Ensure accuracy for effective communication.
Proceed to the 'Investment Services' section. Here, select the services you are interested in from the provided options such as brokerage accounts or investment advisory services.
In the 'Fees and Costs' section, review and input any relevant fee structures that apply to your chosen services. This will help you understand potential costs associated with your investments.
Complete the 'Risk Tolerance' section by selecting your risk profile. This is crucial for aligning investment strategies with your financial goals.
Finally, review all entered information for accuracy before submitting. Use our platform's features to save or print a copy of your completed form for your records.

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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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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I take money out of my Voya account?

Withdrawal Fee Withdrawals are allowed from your Rollover Account, upon separation from service, death or for a financial hardship. If you are eligible and choose to take a withdrawal or upon requesting an installment, there is a $25 distribution fee. Expedited Delivery - You may request expedited mailing from Voya.

Can I cash out my 401k all at once?

You can withdraw part of your Retirement Account (RA) savings (excluding interest earned, any government grants received and top-ups to your retirement savings) down to your Basic Retirement Sum if: You are 55 and above; You own a completed property* with a remaining lease that can last you to at least 95; and.

Is Voya a good retirement plan?

Voya is highly rated by AM Best and the BBB, lending credence to its financial strength and stability. Unfortunately, the carriers customer service reputation is less than stellar, and good customer reviews are difficult to come by online.

Can I withdraw all my money from Voya?

Generally, while you are still an active employee, you cant withdraw money from your account before the retirement age specified in your Plan. After docHubing retirement age, you can request withdrawal forms by calling Customer Service or through this website. Youll owe taxes on any money you withdraw.

What company took over Voya?

(NYSE: VOYA), announced today that it has completed the divestiture of substantially all of its individual life insurance and other legacy non-retirement annuities businesses. The closed blocks of business have been acquired by Resolution Life US, a new holding company established by Resolution Life Group.

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