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.
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
Insurance products, annuities and retirement plan funding issued by (third party administrative services may also be provided by) Voya Retirement Insurance and Annuity Company ("VRIAC"), Windsor, CT. VRIAC is solely responsible for its own financial condition and contractual obligations. Plan administrative services provided by VRIAC or Voya Institutional Plan Services LLC ("VIPS"). VIPS does not engage in the sale or solicitation of securities. All companies are members of the Voya® family of companies. Securities distributed by Voya Financial Partners LLC (member SIPC) or third parties with which it has a selling agreement. Custodial account agreements or trust agreements are provided by Voya Institutional Trust Company. All products and services may not be available in all states.