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How to use or fill out mutual fund custodial account fund transfer and - Voya with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by filling out Section 1, 'Account Owner Information.' Enter your name, SSN/TIN, account numbers, address, phone number, email address, state, ZIP code, and occupation. Ensure all fields are completed accurately.
- Proceed to Section 2 for 'Registered Representative Information.' Provide the representative's name, SSN, address, phone number, and email. This section is crucial for authorizing your representative.
- In Section 3, check the box to authorize fund transfers and distributions. Review the terms carefully before signing. If you wish to authorize a non-registered individual for fund transfers, complete their details as instructed.
- Complete Section 4 regarding tax withholding elections. Specify your preferences for federal and state tax withholding based on your situation.
- Finally, sign and date in Sections 5 and 6 to acknowledge that you understand the terms of the form.
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