Voya SELECT ADVANTAGE IRA A MUTUAL FUND CUSTODIAL ACCOUNT 2025

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  1. Click ‘Get Form’ to open the Voya SELECT ADVANTAGE IRA A MUTUAL FUND CUSTODIAL ACCOUNT in our editor.
  2. Begin with Section 1: ACCOUNT OWNER INFORMATION. Fill in your name, SSN/TIN, account numbers, address, city, state, ZIP code, phone number, email address, and occupation. Ensure all required fields are completed accurately.
  3. Proceed to Section 2: REGISTERED REPRESENTATIVE INFORMATION. Enter the representative's name and SSN (required), along with their address and contact details.
  4. In Section 3: FUND TRANSFER AND DISTRIBUTION AUTHORIZATION, check the box to authorize fund transfers. Review the terms carefully before signing.
  5. Complete Section 4: TAX WITHHOLDING ELECTION by selecting your preferences for federal and state tax withholding. Make sure to specify any additional amounts if applicable.
  6. Finally, sign and date in Sections 5 and 6 to acknowledge your understanding of the form's terms.

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Voya Institutional Trust Company is the custodian for mutual fund custodial accounts distributed by Voya Financial Partners, LLC (member SIPC) or other broker-dealers with which it has a wholesaling or selling agreement.
Voya Select Advantage IRA is a mutual fund custodial account designed for your retirement assets. It works similar to a retirement plan you may already be familiar with.
Voya Institutional Trust Company is the custodian for mutual fund custodial accounts distributed by Voya Financial Partners LLC (member SIPC) or other broker-dealers with which it has a wholesaling or selling agreement. Recordkeeping services provided by Voya Retirement Insurance and Annuity Company (Windsor, CT).
Voya offers a variety of IRA product options to fit your needs.
Voya Investment Management offers a variety of retirement investment solutions including target date, target risk, equity, fixed income and real estate mutual funds and variable portfolios.

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