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 | |
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 | Set up new account | Coming soon... |
New Account Application | Set up new account on behalf of client | Coming soon... |
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