Get Voya Financial Advisors Account Information Form

Completing the Voya Financial Advisors Account Information Form online is a straightforward process that ensures you provide all necessary information for your financial accounts. This guide will walk you through each section of the form, ensuring you can confidently submit your information.

Follow the steps to accurately complete the form online.

1. Press the ‘Get Form’ button to download the Voya Financial Advisors Account Information Form. Open the document in your preferred PDF viewer or online form editor.
2. Begin by selecting the appropriate account registration type in the 'Account Registration' section. Check only one option that applies: Individual, Joint Tenants WROS, or one of several retirement account options like Traditional IRA or Roth IRA.
3. In the 'Personal Information' section, provide your legal name and date of birth. If applicable, for entities, list the establishment date instead. Fill in the account number if you are updating an existing account.
4. Input the legal address as per the requirements. Make sure that no P.O. Boxes are used. If your mailing address is different, specify it in the appropriate fields.
5. Enter the Social Security Number or Tax Identification Number and contact details for both the primary and joint owners. Ensure that the email address provided is valid, as it may be required for further communication.
6. Indicate the gender and marital status for both the primary and joint owners if applicable, as well as additional personal data such as employment status and number of dependents.
7. Proceed to the 'Financial Information' section. Here, you will need to disclose the net worth, annual income, and tax bracket for both account holders. Mark the appropriate options regarding investment knowledge and experience.
8. In the 'Investment Profile' section, rank your overall portfolio investment objectives and risk tolerance by selecting from the available options. Check all applicable strategies that you may employ.
9. For the 'Affiliations' section, provide information regarding any connections to Voya Financial Advisors, Inc. or other financial institutions. Check the appropriate boxes and provide details if applicable.
10. Review all sections carefully to ensure accuracy. Save any changes made to the document and prepare to submit. You can download, print, or share the completed form as needed.

Complete your document online with confidence and ensure all necessary information is provided.