Investment Management

Account Maintenance FAQs

First Class Mail:
Voya Investment Management
P.O. Box 9772
Providence, RI 02940
 
Overnight Mail:
Voya Investment Management
c/o BNY Mellon Investment
Servicing (U.S.) Inc.
4400 Computer Drive
Westboro, MA 01581  

Account Maintenance Items Maintained by Phone? Required Documents Delivery Methods Additional Information
Address Change Yes Letter of Instruction

Fax

Mail

Phone Call

Internet

Letter of Instruction signed by all authorized account owners, should include account number's and new address to be maintained.
Adding E-delivery options Yes Letter of Instruction

Fax

Mail

Phone Call

Internet

Letter of Instruction signed by all authorized account owners, should include account number's to be maintained, E-mail address and what type of documents are to be received via E-mail notification.
Email Change Yes Letter of Instruction

Fax

Mail

Phone Call

Internet

Letter of Instruction signed by all authorized account owners, should include account number's and E-mail address to be maintained.
Phone number Change Yes Letter of Instruction

Fax

Mail

Phone Call

Internet

Letter of Instruction signed by all authorized account owners, should include account number's and new phone number to be maintained.
RPO removal No Letter of Instruction

Fax

Mail

Letter of Instruction signed by all authorized account owners and should include account number's to be maintained.
Add / Change beneficiary No Change of Registration form

Fax

Mail

Change of registration form signed by all account owners.
Add Banking Address No Letter of Instruction or Bank Information add form and pre-printed voided check or deposit slip. Letter and form require MSG to be processed. If voided check or deposit slip is unavailable, letter of instruction on Bank letter head with bank details can also be sent. This document will require an MSG and signed by bank manager or above

Fax

Mail

Letter or Bank instruction form signed by all authorized account owners with MSG.
Name change No Letter of instructions

OR

Change of registration form

Fax

Mail

Letter of instruction should include:

* Fund and Account number.

* Signor of letter acting capacity.

* Instructions to change name.

* Old and new names with MSG on both names

Transfer of Assets Out of Voya Funds No Receiving firm Transfer paperwork with signed letter of acceptance

Fax

Mail

Completed Transfer paperwork from receiving firm. Letter of acceptance must be included for the transfer to be complete.
Transfer of Assets Into Voya Funds No Retirement New account Application and transfer paperwork.

Fax

Mail

Completed retirement new account application if owner does not currently hold account with Voya Funds. Completed Transfer of assets form with current custodial account information.
Change of Ownership Maintained by Phone? Required Documents Delivery Methods Additional information
Transfer due to death No Letter of instruction signed by the executor, beneficiary, administrator, personal representative or other court appointed authorized signer, including capacity with a Medallion Signature Guarantee

OR

* Change of Registration form with MSG (529 accounts only)

* Completed New Account Application

* Affidavit of Domicile

* Inheritance Tax Waiver (where applicable by State requirements)

Mail

Letter of instruction needs to include:

* Fund and Account number

* Signer's capacity should be included

* Name of deceased and or name of estate

* Detailed instructions what needs to be done

* Date of death

Add Joint Account owner No

* Completed new Account application with MSG signed by all owners with letter or instructions

OR

* Change of registration form with MSG for both owners and W9 for new owner being added.

Mail

* If W9 is used in place for Change of registration form then new owner's Date of birth is also needed.

* If new account application has an MSG, letter of instruction does not need MSG

Remove Joint Account Owner No

* Completed New Account Application with MSG from all owners and Letter of instruction

OR

* Change of registration form with MSG for both owners

Mail

If new account application has an MSG, letter of instruction does not need MSG
UGMA / UTMA 529 Minor Reached Age of Majority Former Minor or Custodian acting No

* Letter of instruction signed by the custodian or former minor with a Medallion Signature Guarantee.

* Completed New Account Application.

Mail

Letter of instruction needs to include:

* Fund and Account number

* State the child is no longer a minor and Date of Birth

* Signed by the former custodian or former minor

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