Get Voya Select Advantage

Filling out the Voya Select Advantage form online can be a straightforward process when guided correctly. This guide will provide you with detailed, step-by-step instructions to ensure you complete the application accurately and efficiently.

Follow the steps to fill out the Voya Select Advantage application online.

1. Press the ‘Get Form’ button to access the Voya Select Advantage IRA application and open it in your chosen editor.
2. Begin with the Account Owner Information section. Fill in your full name, Social Security Number or Tax Identification Number, birth date, and contact information. Specify your citizenship status and occupation, and include your street and mailing addresses unless they are the same.
3. Next, proceed to the Beneficiary Information section. List the primary and contingent beneficiaries, including their names, birth dates, and relationships to you. Ensure that the total percentages for each category equal 100%.
4. In the Initial Investment and Plan Type section, indicate your initial investment amount. Keep in mind that a minimum of $5,000 is required. Select the IRA plan type you are applying for and specify the source of your initial investment, whether it's a transfer, rollover, or new contribution.
5. If applicable, complete the Additional Information for SIMPLE IRA or SEP IRA section, providing your employer's details.
6. Decide on your plan for Automatic Asset Rebalancing, Dollar Cost Averaging, or Dividend and Capital Gain Distributions. Select only one option and provide relevant details.
7. Follow with the Initial Investment Allocation section. Allocate your investment percentages among the available funds to total 100%. If not specified, funds will default to a specific portfolio.
8. Complete the Preauthorized Payment Plan Authorization if you wish to set up automatic payments from a bank account. Attach a voided check and ensure all banking information is verified.
9. Fill out the Fund Transfer and Distribution Authorization. By signing, you authorize the company to act upon transfer instructions, either from registered representatives or other specified individuals.
10. Finally, review the Acknowledgement and Signature section. Sign and date the form, confirming that you have read and accept the terms outlined in the agreement.
11. Once all sections are filled out, use the options available to save changes, download, print, or share your completed form as needed.

Complete your Voya Select Advantage application online today to secure your financial future.