Get Forms Library For Associationsvoya For Professionals

This guide provides clear instructions on completing the Forms Library For AssociationsVoya For Professionals. By following these steps, users can easily navigate the form and ensure all necessary information is accurately submitted.

Follow the steps to fill out the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the policy information section, enter the required policy number(s) and provide the policy owner's name.
3. Fill out the new agent or registered representative's name and email address in the designated fields. Ensure the agent number is also entered correctly.
4. Select the current broker-dealer name if applicable, and specify the new or accepting broker-dealer name as required.
5. For agent split requests, designate one agent as the servicing agent and indicate the percentage split for compensation. If necessary, specify additional lines on a separate document attached to this form.
6. Ensure that the client or policy owner's full name and signature are included. The date of signing should also be clearly indicated.
7. If there is a new or accepting broker-dealer, include their full name and signature along with the date.
8. Once you have completed the form, review all entries for accuracy and completeness.
9. After ensuring the form is correctly filled out, you may save the changes, download, print, or share the form as needed.

Complete your forms online today for a seamless experience.