Mutual fund custodial account fund transfer and - Voya 2026

1. Click ‘Get Form’ to open it in the editor.
2. 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.
3. 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.
4. 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.
5. Complete Section 4 regarding tax withholding elections. Specify your preferences for federal and state tax withholding based on your situation.
6. Finally, sign and date in Sections 5 and 6 to acknowledge that you understand the terms of the form.

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