Investment Management

Becoming Voya™ Investment Management in May 2014

Forms & Applications

Title
Request for Taxpayer Identification Number and Certification
403(b)(7) Custodial Account Agreement
General Instructions For 403(b)(7) Distributions
General Instructions For Qualified Plan Distributions
ING Funds 403(b) Custodial Account Beneficiary Designation Change Form
IAdvisor 529 Account Application
IAdvisor 529 Account Application for Merrill Lynch
IAdvisor 529 Investment Option Reallocation Form
IAdvisor 529 Plan Account Maintenance Form
IAdvisor 529 Plan Change of Registration/Advisor Form
IAdvisor 529 Plan Incoming Rollover Form
IAdvisor 529 Plan Payroll Direct Deposit Authorization
IAdvisor 529 Plan Rollover Reimbursement Form
IAdvisor 529 Plan Transfer Due to Death
IAdvisor 529 Plan Withdrawal Request Form
Tomorrow's Scholar 529 Account Application
Tomorrow's Scholar 529 Account Application for ING Employees
Tomorrow's Scholar 529 Account Application for Merrill Lynch
Tomorrow's Scholar 529 Account Application for Morgan Stanley
Tomorrow's Scholar 529 Account Maintenance Form
Tomorrow's Scholar 529 Change of Registration Form
Tomorrow's Scholar 529 Incoming Rollover Form
Tomorrow's Scholar 529 Investment Option Reallocation Form
Tomorrow's Scholar 529 Payroll Direct Deposit Authorization Form
Tomorrow's Scholar 529 Rollover Reimbursement Form
Tomorrow's Scholar 529 Withdrawal Request Form
Tomorrow's Scholar Certification of Authorized Individual(s) Form
Bank Instruction Form
Form - ING Employee Account Application
Form - Name Change
Forms - Address Verification Form & Returned Mail Stop Removal
Inbound Wire Instruction Form
ING Funds Account Application - Classes A & C
ING Funds Account Application - Classes I & W
Processing/LOI
Transfer upon Death Form
Academic Achievement Gift Card
Any Occasion Gift Card
Birthday Gift Card
Gifting Instructions & Contributions Slip
Graduation Gift Card
Happy Holidays Gift Card
New Baby Gift Card
Conversion Request Form To Convert A Traditional IRA From Another Institution To An ING Funds Roth
ING Funds Individual Retirement Account (IRA)
ING Funds Individual Retirement Account (IRA) Beneficiary Designation Change Form
ING Funds Individual Retirement Account (IRA) Distribution Request Form
ING Funds Recharacterization Request Form (External)
ING Funds Required Minimum Distribution Election Form
ING Funds Simple Individual Retirement Account (IRA) Distribution Request Form
ING Funds Simple IRA
ING Funds Simple IRA Required Minimum Distribution Election Form
Recharacterization Request Form Between ING Funds Individual Retirement Accounts
Roth IRA Conversion Request Form Between ING Funds Individual Retirement Accounts