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IAdvisor 529 Plan Online Forms & Applications

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)

Maintenance Form (Opens in a new window)

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

Withdrawal Form (Opens in a new window)

Use to withdraw funds from your account

Change of Beneficiary Form (Coming Soon)

Add, update or remove beneficiary

Transfer Form (Coming Soon)

Change registration of account, add/remove owner, transfers on death, transfer to a new account owner due to minor reaching age of majority

 

Download & Mail Forms

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

The IAdvisor 529 Plan is offered by the Iowa Educational Savings Plan Trust, a trust organized under Iowa law and administered by the Iowa State Treasurer’s Office. The Treasurer of the State of Iowa is responsible for overseeing the administration of the IAdvisor 529 Plan. Voya Investment Management (Voya IM) provides investment management and administrative services for the IAdvisor 529 Plan. Shares in the program are distributed by Voya Investments Distributor, LLC, Member FINRA/SIPC. This web site is accompanied by a current program description for the IAdvisor 529 Plan.

The Options in the IAdvisor 529 Plan are not mutual funds, although they invest in mutual funds. An investment in the IAdvisor 529 Plan is an investment in municipal securities and the value of the Options will vary depending on the value of the underlying funds in which the Options invest. Investment returns are not guaranteed and you could lose money by investing in the IAdvisor 529 Plan.

These securities are not registered with the U.S. Securities and Exchange Commission (“SEC”) or any state, nor is the IAdvisor 529 Plan or any of the IAdvisor 529 Plan Options registered as an investment company with the SEC or any state.

If you are not an Iowa taxpayer, consider before investing whether your or the beneficiary's home state offers a 529 plan with favorable state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that may only be available through investments in that state's 529 plan and which are not available through investment in the IAdvisor 529 Plan.

Non-qualified withdrawals may be subject to federal and state taxes and an additional federal 10% tax.

The tax information herein is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

Voya Investment Management does not control or endorse and is not responsible for third-party Web sites to which this site links.

Voya Investment Management is not an underwriter for any underlying municipal securities

An investor should consider the investment objectives, risks, charges and expenses associated with the IAdvisor 529 Plan before investing. More information about the IAdvisor 529 Plan is available in the Program Description. You may download a Program Description or request one by calling 800-774-5127. The Program Description should be read carefully before investing.

Voya Investments Distributor, LLC, the distributor of the Iowa advisor-sold 529 plans, is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (“MSRB”). The website address for the Municipal Securities Rulemaking Board is www.msrb.org; The MSRB website includes an investor brochure which describes: (i) the protections that may be provided by the Municipal Securities Rulemaking Board rules; and (ii) how to file a complaint with an appropriate regulatory authority.

NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

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