Access 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.
Access Online Forms
Online Form | When to Use |
|---|---|
New Account Application - Advisor Use Only (Opens in new window) | Use to set up new account on behalf of client |
New Account Application - Individual Investor Use Only (Opens in a new window) | Use to set up new account (form requires Financial Advisor email address to complete) |
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 | |
Use to withdraw funds from your account | |
Add, update or remove beneficiary | |
Use to request an investment option change. Investment changes are permitted twice per calendar year and upon a change in designated beneficiary. | |
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 | |
Complete this form to roll funds from your IAdvisor 529 plan account into a Roth IRA | |
Payroll Direct Deposit - Contributor Form (Opens in a new window) | Complete this form and send a copy to your payroll department and to IAdvisor to establish Payroll Direct Deposit for all or part of your paycheck to your IAdvisor account |
W-9 Request for Taxpayer Identification Number and Certification (Opens in a new window) | Complete this form to certify your account for tax purposes |
Download & Mail Forms
Account Maintenance
Applications
Transactions
Transfers or Rollovers
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