In order to ensure the timely processing of your request, please read the entire form and instructions before completing and return the completed form to the address indicated. Forms that are not received in “good order” will be returned.
Enrollment Form This form is used to enroll in the Smith College Defined Contribution Retirement Plan.
Retirement Plan Election Form, Salary Reduction Agreement This form is used to begin, change, or stop deductions from your paycheck into the Plan. You must be enrolled in the Plan in order for the deductions to begin. Please return this form to Human Resources.
Acceptance Letter This form is used to provide notification to Voya of your intent to exchange assets from your Smith College account with another provider or to roll over another 401(a), 401(k), 403(b), or 457 plan or traditional IRA into your account. Please attach to this form a copy of your most recent account statement from your prior plan or IRA account.
We have a team of rollover specialists available to assist you with the exchange/rollover process. Please call (866) 865-2660 or email RIGHT@voya.com.
Beneficiary Designation Form If you are married and you wish to designate a beneficiary other than your spouse, you must complete this form and your spouse must consent to waive any right to the death benefit. Your spouse’s consent must be witnessed by a notary public.
Not FDIC/NCUA/NCUSIF Insured I Not a Deposit of a Bank/Credit Union I May Lose Value I Not Bank/Credit Union Guaranteed I Not Insured by Any Federal Government Agency