Forms

Forms

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.

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 Jordan.St.Jean@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.