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IAdvisor 529 Plan Online Forms & Applications

Get the forms and applications you need to open and manage your accounts. Several forms are now available in an online format with no need to download, print and mail. View the available online forms below.

Online Forms

 

Online Form Name

When to Use

Access Online Form

Withdrawal Form

Used to withdrawal funds from your account

Online Form

Maintenance Form

Name change, address change, banking instructions, automatic investments, e-delivery consent, Financial Advisor change, successor/account owner or UGMA/UTMA custodian change, sales charge changes

Coming soon...

Transfer Form

Change registration of account, Add or remove owner, Transfers on death, Transfer to a new account owner due to minor reaching age of majority

Coming soon...

New Account Application 
(Individual Investor Use Only)

Set up new account

Coming soon...

New Account Application 
(Advisor Use Only)

Set up new account on behalf of client

Coming soon...


 

Mailing Instructions

Mail Contributions or Plan Forms to:
Iowa Advisor 529 Plan
C/O Voya Investment Management
P.O. Box 534469
Pittsburgh, PA 15253-4469

Overnight/Street Mail:
Iowa Advisor 529 Plan
Attention: 534469
500 Ross Street 154-0520
Pittsburgh, PA 15262

To Purchase by Wire or ACH:
BNY Mellon Bank
ABA: 011001234
Account #: 739502
Account Name: Iowa Advisor 529 Plan
FFC: Investor Fund and Account Number

Account Maintenance FAQs

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