Get Voya Select Advantage

This guide provides a clear, step-by-step approach for filling out the Voya Select Advantage IRA application online. Designed for ease of use, this information is tailored to accommodate users of all experience levels.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the Voya Select Advantage IRA application. This will allow you to open and complete the form in your preferred online format.
2. Begin by providing your account owner information in the first section. Fill in your name, Social Security Number (SSN) or Tax Identification Number (TIN), birthdate, and contact information. Indicate your citizenship status and your occupation, and specify if you wish to receive documents electronically.
3. In the beneficiary information section, list all primary and contingent beneficiaries. Ensure that the total percentage assigned to primary beneficiaries equals 100%. Utilize additional paper if you need to add more beneficiaries or provide trust details.
4. Proceed to the initial investment section, where you will select the type of IRA you are applying for. Indicate how you intend to fund your account and provide the initial investment amount, ensuring it meets the $5,000 minimum requirement.
5. If applying for a SIMPLE IRA or SEP IRA, complete the additional employer's information if applicable. Ensure compliance with your employer’s guidelines regarding fund custodians.
6. Choose your investment strategy by selecting between automatic asset rebalancing, dollar cost averaging, or specifying how dividends and capital gains should be distributed.
7. Complete the investment allocation section by determining how to allocate your funds based on your risk tolerance. Ensure that the fund allocations total 100%.
8. If you wish to set up a preauthorized payment plan, include your banking information and indicate the amount and frequency for the withdrawals.
9. Review and authorize fund transfer and distribution instructions, understanding the implications of the authorizations given to your registered representatives.
10. Finally, acknowledge your understanding of the terms by signing the application. Confirm your tax identification and citizenship status, checking all necessary boxes.
11. Once all sections are filled out, save your changes, and you can choose to download, print, or share the form as needed.

Get started on your Voya Select Advantage application online today.