Voya - Annuities Online Forms Library

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Voya - Annuities
Replacement Form - CA
Lit No: 167939
Revised: 10/30/2017
Form ID: 2990
Publish: 10/30/2017
Details
Voya - Annuities
Transfer/1035 Exchange Request VA
Use for variable annuity products
Lit No: 129615
Revised: 01/01/2018
Form ID: 3090
Publish: 12/28/2017
Details
Voya - Annuities
Replacement Form - KS
Lit No: 130600
Revised: 01/08/2018
Form ID: 3204
Publish: 12/28/2017
Details
Voya - Annuities
Replacement Form - DE
Lit No: 130601
Revised: 10/30/2017
Form ID: 3206
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - FL
Lit No: 130602
Revised: 10/30/2017
Form ID: 3207
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - IL
Lit No: 130603
Revised: 10/30/2017
Form ID: 3208
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - IN
Lit No: 130604
Revised: 10/30/2017
Form ID: 3209
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - ID, IL
Lit No: 130606
Revised: 10/30/2017
Form ID: 3211
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - TN
Lit No: 130607
Revised: 10/30/2017
Form ID: 3212
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - MA
Lit No: 130609
Revised: 10/30/2017
Form ID: 3214
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - NV
Lit No: 130611
Revised: 10/30/2017
Form ID: 3215
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - OK
Lit No: 130612
Revised: 10/30/2017
Form ID: 3216
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - OK
Lit No: 130613
Revised: 10/30/2017
Form ID: 3217
Publish: 10/30/2017
Details
Voya - Annuities
Comparative Information Form for Proposed Ins - FL
Lit No: 130615
Revised: 10/30/2017
Form ID: 3219
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - GA
Lit No: 130618
Revised: 01/08/2018
Form ID: 3222
Publish: 12/28/2017
Details
Voya - Annuities
Replacement Form - GA
Lit No: 130619
Revised: 10/30/2017
Form ID: 3223
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Notice - WY
Lit No: 130620
Revised: 10/30/2017
Form ID: 3224
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - WA
Lit No: 130621
Revised: 10/30/2017
Form ID: 3225
Publish: 10/30/2017
Details
Voya - Annuities
External Replacement - PA
Lit No: 130622
Revised: 10/30/2017
Form ID: 3226
Publish: 10/30/2017
Details
Voya - Annuities
Internal Replacement - PA
Lit No: 130623
Revised: 10/30/2017
Form ID: 3227
Publish: 10/30/2017
Details
Voya - Annuities
Replacement Form - MN
Lit No: 130624
Revised: 10/30/2017
Form ID: 3228
Publish: 10/30/2017
Details
Voya - Annuities
Nexus Information Worksheet/Out-of-State Verificat
Must be completed and submitted with the application when the owner was solicited and signed an application outside of their residence state.
Lit No: 130968
Revised: 12/11/2017
Form ID: 3230
Publish: 12/08/2017
Details
Voya - Annuities
Buyer's Guide to Annuities - NM
Should be provided at the time of application. Informational guide for purchasers of annuities.
Lit No: 124962
Revised: 01/01/2017
Form ID: 8947
Publish: 12/29/2016
Details
Voya - Annuities
Buyer's Guide to Annuities - SC
Should be provided at the time of application. Informational guide for purchasers of annuities.
Lit No: 124984
Revised: 01/01/2017
Form ID: 8948
Publish: 12/29/2016
Details
Voya - Annuities
Buyer's Guide to Fixed Deferred Annuities
Should be provided at the time of application. Informational guide prepared by the National Association of Insurance Commissioners (NAIC). Focuses mainly on fixed deferred annuity contracts, but also
Lit No: 125006
Revised: 01/01/2017
Form ID: 8949
Publish: 12/29/2016
Details
Voya - Annuities
Regulation 60 Booklet - NY
Lit No: 126547
Revised: 06/24/2015
Form ID: 8950
Publish: 12/08/2016
Details
Voya - Annuities
Transfer/1035 Exchange Request FA
Use for Voya and ReliaStar Life of New York fixed annuity products.
Lit No: 130191
Revised: 12/11/2017
Form ID: 8951
Publish: 12/08/2017
Details
Voya - Annuities
Life (Only) Disclaimer Statement
Use for Voya fixed and variable annuitiy contracts. Explains the Life (Only) Income option.
Lit No: 130599
Revised: 01/01/2018
Form ID: 8954
Publish: 01/01/2018
Details
Voya - Annuities
SPDA Disclosure - KS
Required in addition to product disclosure in Kansas
Lit No: 130629
Revised: 01/01/2017
Form ID: 8956
Publish: 12/29/2016
Details
Voya - Annuities
Single Premium Deferred Annuity Disclosure - OH
For Quest Plus only
Lit No: 130630
Revised: 01/01/2017
Form ID: 8957
Publish: 12/29/2016
Details
Voya - Annuities
EFT Authorization
For Voya fixed annuity contracts. Use to authorize an electronic funds transfer transfer (EFT) for a new premium or loan repayment arrangement or to make changes to an existing EFT premium payment
Lit No: 130633
Revised: 01/01/2018
Form ID: 8958
Publish: 01/01/2018
Details
Voya - Annuities
Delivery Receipt
Upon delivery of a Voya USA fixed annuity contract to the owner, this form is required to be signed the by the owner and agent and returned to Voya USA.
Lit No: 130657
Revised: 09/01/2014
Form ID: 8959
Publish: 09/01/2014
Details
Voya - Annuities
NAIC Replacement
Replacement form required with application regardless of whether a replacement is being made in AK, AL, AZ, CO, HI, IA, KY, LA, MD, ME, MO, MS, MT, NC, NH, NE, NJ, NM, OH, OR, RI, SD, TX, UT, VA, VT,
Lit No: 130708
Revised: 10/30/2017
Form ID: 8961
Publish: 10/30/2017
Details
Voya - Annuities
Beneficiary Designation with Restricted Payout
Use to establish beneficiaries and death benefit payout options for Voya and ReliaStar Life of New York fixed annuity contracts.
Lit No: 171013
Revised: 01/01/2018
Form ID: 8973
Publish: 01/01/2018
Details
Voya - Annuities
Special Tax Notice for 403(b) - NY
Lit No: 134359
Revised: 01/01/2018
Form ID: 8999
Publish: 01/01/2018
Details
Voya - Annuities
Internal Transfer/Exchange Disclosure
Use this form when you are considering replacing a contract issued by a U.S. affiliated company with a variable annuity contract issued by Voya Insurance and Annuity Company.
Lit No: 135820
Revised: 10/30/2017
Form ID: 9007
Publish: 10/30/2017
Details
Voya - Annuities
Employer Sponsored Qualified Retirement Plan Disc
This form is required if an Employer Sponsored Qualified Retirement Plan will own the fixed or variable annuity contract.
Lit No: 137881
Revised: 12/11/2017
Form ID: 9079
Publish: 12/08/2017
Details
Voya - Annuities
Option Package Transfer
For SmartDesign, Empire Traditions, Empire Innovations, Rollover Choice, IVA, IVA NY, and Focus contracts.
Lit No: 146145
Revised: 12/08/2017
Form ID: 11326
Publish: 12/07/2017
Details
Voya - Annuities
Request for Financial Services
Guarantee Choice, MultiSet Plus Guarantee Annuity, Sure Flex Annuity, SPIA Single Premium Immediate Annuity, Envoy Six Fixed Index Annuity, Envoy Nine Fixed Index Annuity, Envoy Three
Lit No: 133304
Revised: 02/28/2018
Form ID: 11403
Publish: 02/27/2018
Details
Voya - Annuities
72(t) and 72(q) Request
Request for substantially equal payments from non-qualified, IRA and non-ERISA TSA fixed annuity contracts. For contract owners under age 59 1/2.
Lit No: 130909
Revised: 02/28/2018
Form ID: 11405
Publish: 02/27/2018
Details
Voya - Annuities
Agreement for Required Minimum Distribution Option
For IRA and Non-ERISA 403(b) fixed annuity contracts.
Lit No: 130897
Revised: 02/28/2018
Form ID: 11406
Publish: 02/27/2018
Details
Voya - Annuities
Direct Deposit Authorization
Voya annuity contract owners use to authorize Voya to initiate credit entries, and if necessary, debit entries and adjustments for any credit entries in error, to the owner's bank account.
Lit No: 130541
Revised: 01/01/2018
Form ID: 13621
Publish: 01/01/2018
Details
Voya - Annuities
Authorization for Required Minimum Distribution
From an IRA or NON-ERISA 403(b) Variable Annuity at Annuitant Age 70 1/2 and older. Use for Voya variable annuity contracts.
Lit No: 129612
Revised: 02/28/2018
Form ID: 14070
Publish: 02/27/2018
Details
Voya - Annuities
Elective Annuity Payment Option
Lit No: 145081
Revised: 03/09/2018
Form ID: 14189
Publish: 03/08/2018
Details
Voya - Annuities
Secure Index Opportunities Plus Disclosure- PA
Lit No: 145082
Revised: 09/28/2015
Form ID: 14297
Publish: 09/25/2015
Details
Voya - Annuities
Envoy Fixed Index Annuities Disclosure - CT
Envoy Nine Fixed Index Annuity, Envoy Six Fixed Index Annuity, Envoy Three Fixed Index Annuity
Lit No: 150543
Revised: 09/01/2014
Form ID: 15704
Publish: 09/01/2014
Details
Voya - Annuities
Request for Financial Service - NY
Rollover Choice & Rollover Choice NY
Lit No: 147563
Revised: 03/09/2018
Form ID: 16086
Publish: 03/08/2018
Details
Voya - Annuities
Request for Financial Service Variable Annuities
GoldenSelect Access, GoldenSelect ESII, GoldenSelect Landmark, GoldenSelect Premium Plus, Architect VA, GoldenSelect Legends (MSDW), GoldenSelect Opportunities (MSDW)
Lit No: 147561
Revised: 02/28/2018
Form ID: 16087
Publish: 02/27/2018
Details
Voya - Annuities
Military Personnel Financial Services Disclosure
Required disclosure that must be given at the time of application when selling to an "active duty" member of the armed forces, regardless of the location of the solicitation. This applies to the sale
Lit No: 145942
Revised: 12/11/2017
Form ID: 16165
Publish: 12/08/2017
Details
Voya - Annuities
LIFEPAY Maximum Annual Withdrawal Reset
Lit No: 144873
Revised: 01/01/2018
Form ID: 16242
Publish: 12/28/2017
Details
Voya - Annuities
Insurance and Annuity Buyer's Guide - KY
Should be provided at the time of application. Informational guide for purchasers of annuities in Kentucky.
Lit No: 147510
Revised: 01/01/2017
Form ID: 16366
Publish: 12/29/2016
Details
Voya - Annuities
Request For Non-Financial Service
Use in all states for address, owner or name changes on contracts issued by Reliastar Life Insurance Co of New York, Voya Insurance and Annuity Co, Voya Retirement Insurance and Annuity Co
Lit No: 129700
Revised: 12/08/2017
Form ID: 16453
Publish: 12/07/2017
Details
Voya - Annuities
Comparative Information Statement - NV
Lit No: 148874
Revised: 10/30/2017
Form ID: 16766
Publish: 10/30/2017
Details
Voya - Annuities
Certificate of Trust
Required when an application has a trust as the owner.
Lit No: 148002
Revised: 12/11/2017
Form ID: 17916
Publish: 12/08/2017
Details
Voya - Annuities
Beneficiary Account Information Sheet
Lit No: 150444
Revised: 03/09/2018
Form ID: 18632
Publish: 03/08/2018
Details
Voya - Annuities
Reg 60 Steps 2 & 3: Annuity to Annuity Replacement
Use for ReliaStar Life of New York fixed or variable annuity contracts.
Lit No: 137186
Revised: 06/29/2015
Form ID: 19099
Publish: 08/19/2015
Details
Voya - Annuities
Elective Annuity Payment Option - Fixed Annuity
Use to choose a payment option for your Voya or ReliaStar Life of New York fixed annuity contract.
Lit No: 130588
Revised: 02/28/2018
Form ID: 19100
Publish: 02/27/2018
Details
Voya - Annuities
Tax Withholding Election for Fixed Annuities
Use for Voya fixed annuity contracts.
Lit No: 130627
Revised: 02/28/2018
Form ID: 19101
Publish: 02/27/2018
Details
Voya - Annuities
Fixed Annuity Policyholders Rights Info VIAC - MN
Notice concerning Policyholder Rights in an Insolvency under Minnesota Life and Health Insurance Guaranty Association Law
Lit No: 150650
Revised: 12/11/2017
Form ID: 19751
Publish: 12/08/2017
Details
Voya - Annuities
Collateral Assignment
Lit No: 130964
Revised: 03/30/2015
Form ID: 20065
Publish: 04/01/2015
Details
Voya - Annuities
Authorization for RMD - NY
Lit No: 133855
Revised: 03/09/2018
Form ID: 20178
Publish: 03/08/2018
Details
Voya - Annuities
Required Minimum Distribution (RMD) Request
Lit No: 124769
Revised: 02/28/2018
Form ID: 20179
Publish: 02/27/2018
Details
Voya - Annuities
Loan Application and Promissory Note - CW
All states except NY. (Non-ERISA TSA Only)
Lit No: 130357
Revised: 01/01/2018
Form ID: 20194
Publish: 01/01/2018
Details
Voya - Annuities
Loan Application and Promissory Note - NY
Non-ERISA TSA Only
Lit No: 130724
Revised: 01/01/2018
Form ID: 20195
Publish: 01/01/2018
Details
Voya - Annuities
Request for Income Optimizer
Architect VA, GoldenSelect Access, GoldenSelect ESII, GoldenSelect Landmark, Wells Fargo Opportunities, Wells Fargo Landmark
Lit No: 153190
Revised: 03/09/2018
Form ID: 20815
Publish: 03/08/2018
Details
Voya - Annuities
Request for Financial Service
Wells Fargo Opportunities, GoldenSelect Generations (Merrill Lynch), Wells Fargo Landmark, DVA Plus, GoldenSelect DVA Plus-NY
Lit No: 154484
Revised: 03/09/2018
Form ID: 22529
Publish: 03/08/2018
Details
Voya - Annuities
Disclosure and Comparison of Ann Contracts - FL
Only for customers age 65 and older.
Lit No: 154895
Revised: 01/01/2017
Form ID: 23016
Publish: 12/29/2016
Details
Voya - Annuities
Annuity Suitability Questionnaire - FL
Lit No: 154894
Revised: 01/01/2017
Form ID: 23017
Publish: 12/06/2016
Details
Voya - Annuities
Replacement of Life Insurance or Annuities - AR
Lit No: 154963
Revised: 10/30/2017
Form ID: 23086
Publish: 10/30/2017
Details
Voya - Annuities
Mutual Fund 72(t) Payments Request
A Mutual Fund Custodian Account
Lit No: 154733
Revised: 02/28/2018
Form ID: 23464
Publish: 06/28/2018
Details
Voya - Annuities
Select Advantage IRA - Application
A Mutual Fund Custodial Account
Lit No: 154147
Revised: 04/30/2018
Form ID: 23465
Publish: 04/27/2018
Details
Voya - Annuities
Authorization for Required Minimum Distribution
A Mutual Fund Custodian Account
Lit No: 154182
Revised: 02/28/2018
Form ID: 23466
Publish: 06/28/2018
Details
Voya - Annuities
Domestic Relations Order Certification
A Mutual Fund Custodian Account
Lit No: 154197
Revised: 01/01/2018
Form ID: 23467
Publish: 12/28/2017
Details
Voya - Annuities
Mutual Fund Custodial Acct Request for Financial
Services
Lit No: 154192
Revised: 02/28/2018
Form ID: 23468
Publish: 06/28/2018
Details
Voya - Annuities
IRA Conversion or IRA Recharacterization Request
A Mutual Fund Custodian Account
Lit No: 154174
Revised: 02/28/2018
Form ID: 23469
Publish: 06/28/2018
Details
Voya - Annuities
Mutual Fund Custodial Account Transfer or Rollover
Request Section-By-Section Instructions
Lit No: 154195
Revised: 12/11/2017
Form ID: 23470
Publish: 06/28/2018
Details
Voya - Annuities
Request for Non-Financial Service
A Mutual Fund Custodian Account
Lit No: 154196
Revised: 01/01/2018
Form ID: 23471
Publish: 06/28/2018
Details
Voya - Annuities
Suitability Profile (Fixed Annuities)
Lit No: 158670
Revised: 01/01/2018
Form ID: 25874
Publish: 12/28/2017
Details
Voya - Annuities
Reallocation Authorization
Lit No: 129685
Revised: 09/01/2014
Form ID: 26023
Publish: 09/01/2014
Details
Voya - Annuities
Registered Representative Change Request
Lit No: 155383
Revised: 06/18/2018
Form ID: 26698
Publish: 06/19/2018
Details
Voya - Annuities
Advisor Assistant Fund Transfer Authorization
Lit No: 130025
Revised: 01/01/2018
Form ID: 27304
Publish: 12/28/2017
Details
Voya - Annuities
Registered Rep's Assistant Fund Transfer Author-CW
Authorization
Lit No: 155592
Revised: 01/01/2018
Form ID: 27305
Publish: 06/28/2018
Details
Voya - Annuities
Empire Innovations and Traditions Focus Variable
Annuity 72(q) Payments
Lit No: 123840
Revised: 01/01/2018
Form ID: 28269
Publish: 12/28/2017
Details
Voya - Annuities
Empire Innovations and Traditions Focus VA 72(t)
Systematic Payments from IRAs for Contract Owners
Lit No: 123841
Revised: 01/01/2018
Form ID: 28270
Publish: 12/28/2017
Details
Voya - Annuities
Partial Annuity Benefit Option
Lit No: 155133
Revised: 02/28/2018
Form ID: 28387
Publish: 02/27/2018
Details
Voya - Annuities
IRA Conversion or IRA Recharacterization Request
For Fixed and Variable Annuity Products
Lit No: 159661
Revised: 02/28/2018
Form ID: 28431
Publish: 02/27/2018
Details
Voya - Annuities
Select Advantage IRA
and Custodial Account Agreements
Lit No: 154572
Revised: 06/01/2018
Form ID: 28773
Publish: 05/31/2018
Details
Voya - Annuities
Select Advantage SIMPLE IRA
Statement and Custodial Account Agreement
Lit No: 165207
Revised: 06/01/2018
Form ID: 30288
Publish: 05/31/2018
Details
Voya - Annuities
Income Protector W/D Benefit and Disclosure - NJ
IncomeProtector Withdrawal Benefit and Joint IncomeProtector Withdrawal Benefit Disclosure Maximum Guaranteed Withdrawal Benefit Riders
Lit No: 165498
Revised: 09/01/2014
Form ID: 30783
Publish: 09/01/2014
Details
Voya - Annuities
Supplement to the Annuity Disclosure - NJ
Examples of Index Strategies and Interest Rate Benchmark Strategy
Lit No: 165592
Revised: 03/31/2017
Form ID: 30784
Publish: 03/31/2017
Details
Voya - Annuities
Select Advantage IRA-Beneficial (Inherited) IRA In
Select Advantage IRA A Mutual Fund Custodial Account Beneficial (Inherited) IRA Information Sheet
Lit No: 164847
Revised: 03/09/2018
Form ID: 31084
Publish: 06/28/2018
Details
Voya - Annuities
Select Advantage IRA - Simple IRA Contribution Rem
Select Advantage IRA A Mutual Fund Custodial Account SIMPLE IRA Contribution Remittance
Lit No: 165611
Revised: 01/01/2018
Form ID: 31085
Publish: 06/28/2018
Details
Voya - Annuities
Mutual Fund Custodial Account Certificate of Trust
Mutual Fund Custodial Account Certificate of Trust & "Look Through" Trust
Lit No: 155918
Revised: 12/11/2017
Form ID: 31086
Publish: 06/28/2018
Details
Voya - Annuities
Request for ING Income Optimizer - Rollover Choice
Lit No: 153277
Revised: 03/09/2018
Form ID: 31493
Publish: 03/08/2018
Details
Voya - Annuities
Tax Withholding Election
Lit No: 106873
Revised: 02/28/2018
Form ID: 31496
Publish: 02/27/2018
Details
Voya - Annuities
Internal Replacement Disclosure - RI
Lit No: 166316
Revised: 10/30/2017
Form ID: 31503
Publish: 10/30/2017
Details
Voya - Annuities
Nursing Home/Extended Medical Care
Nursing Home/Extended Medical Care/Terminal Illness Waiver and Disbursement Request
Lit No: 138391
Revised: 03/09/2018
Form ID: 31581
Publish: 03/22/2018
Details
Voya - Annuities
72(t)/72(q) Request - Variable Annuity Contracts
Lit No: 129949
Revised: 03/09/2018
Form ID: 31582
Publish: 03/08/2018
Details
Voya - Annuities
Mutual Fund Custodial Acct - Fund Transfer Auth
Mutual Fund Custodial Account Fund Transfer Authorization
Lit No: 155154
Revised: 09/01/2014
Form ID: 31787
Publish: 09/01/2014
Details
Voya - Annuities
Select Advantage IRA Distribution Authorization
Mutual Fund Custodial Account Fund Transfer and Distribution Authorization
Lit No: 166650
Revised: 02/28/2018
Form ID: 31788
Publish: 06/28/2018
Details
Voya - Annuities
Request for Financial Service - Lifetime Income
Lit No: 165221
Revised: 03/09/2018
Form ID: 31850
Publish: 03/08/2018
Details
Voya - Annuities
Request For Loan And Promissory Note Variable TSA
Contracts Only
Lit No: 129683
Revised: 01/01/2018
Form ID: 31952
Publish: 12/28/2017
Details
Voya - Annuities
Certificate of Trust
Lit No: 154177
Revised: 12/11/2017
Form ID: 32077
Publish: 12/08/2017
Details
Voya - Annuities
Notice of Information Practices - CA
Lit No: 167402
Revised: 12/11/2017
Form ID: 32602
Publish: 12/08/2017
Details
Voya - Annuities
Replacement of Life Insurance or Annuities - CT
Lit No: 167836
Revised: 10/30/2017
Form ID: 33581
Publish: 10/30/2017
Details
Voya - Annuities
Buyer's Guide Deferred Annuities - Selected States
AL, CO, GA, IA, ME, NJ, OH, OK, RI, UT, WI, WV
Lit No: 168526
Revised: 01/01/2017
Form ID: 35895
Publish: 12/29/2016
Details
Voya - Annuities
Select Advantage IRA MF Account Householding
MUTUAL FUND CUSTODIAL ACCOUNT - ACCOUNT HOUSEHOLDING REQUEST
Lit No: 169665
Revised: 01/01/2018
Form ID: 37100
Publish: 06/28/2018
Details
Voya - Annuities
Producer Change Request
Lit No: 129586
Revised: 09/01/2014
Form ID: 37589
Publish: 09/01/2014
Details
Voya - Annuities
SmartDesign Advantage Premium Credit Rider Renewal
Lit No: 134991
Revised: 12/08/2017
Form ID: 37590
Publish: 12/07/2017
Details
Voya - Annuities
Reg 60 Steps 2 & 3: Life to Annuity Replacement
Lit No: 137163
Revised: 06/29/2015
Form ID: 37591
Publish: 08/19/2015
Details
Voya - Annuities
Premium Financing Disclosure
Lit No: 138897
Revised: 09/01/2014
Form ID: 37592
Publish: 09/01/2014
Details
Voya - Annuities
MF Custodial IRA Preauthorized Payment Request
Lit No: 169226
Revised: 01/01/2018
Form ID: 37593
Publish: 01/01/2018
Details
Voya - Annuities
Choice IRA Mutual Fund Custodial Acct Application
Lit No: 168698
Revised: 12/08/2014
Form ID: 37594
Publish: 04/26/2015
Details
Voya - Annuities
Employer Information
Lit No: 168215
Revised: 12/11/2017
Form ID: 38129
Publish: 12/08/2017
Details
Voya - Annuities
Wealth Builder Six Disclosure - VT
Lit No: 169103
Revised: 11/20/2017
Form ID: 38146
Publish: 11/17/2017
Details
Voya - Annuities
Strategy Change Authorization
Lit No: 157883
Revised: 01/01/2018
Form ID: 38513
Publish: 01/01/2018
Details
Voya - Annuities
VIAC/VRIAC Collateral Assignment
Lit No: 154547
Revised: 12/08/2014
Form ID: 39110
Publish: 12/08/2014
Details
Voya - Annuities
Agent Appointment Request
Lit No: 129581
Revised: 01/05/2015
Form ID: 39345
Publish: 01/04/2015
Details
Voya - Annuities
PotentialPLUS Request for Financial Service
Lit No: 170794
Revised: 03/09/2018
Form ID: 39530
Publish: 03/08/2018
Details
Voya - Annuities
Employer Information
Lit No: 171186
Revised: 12/11/2017
Form ID: 39533
Publish: 12/28/2017
Details
Voya - Annuities
Transfer/1035 Exchange Request
Lit No: 154175
Revised: 12/11/2017
Form ID: 40894
Publish: 12/28/2017
Details
Voya - Annuities
Request for Non-Financial Service
Lit No: 154332
Revised: 06/01/2015
Form ID: 41649
Publish: 05/29/2015
Details
Voya - Annuities
72(t) - 72(q) Payments
Lit No: 154335
Revised: 02/28/2018
Form ID: 42121
Publish: 02/27/2018
Details
Voya - Annuities
Preferred Advantage Request for Financial Service
RFS
Lit No: 171557
Revised: 02/28/2018
Form ID: 42124
Publish: 02/27/2018
Details
Voya - Annuities
Preferred Advantage VA Householding Request
Lit No: 172224
Revised: 01/01/2018
Form ID: 42457
Publish: 01/01/2018
Details
Voya - Annuities
Preferred Advantage SIMPLE IRA Contributions
Lit No: 172055
Revised: 01/01/2018
Form ID: 44462
Publish: 01/01/2018
Details
Voya - Annuities
Deutsche Bank Disclaimer Supplement
Lit No: 17293
Revised: 09/28/2015
Form ID: 44487
Publish: 09/21/2015
Details
Voya - Annuities
Tax Withholding Election
Lit No: 154548
Revised: 12/07/2015
Form ID: 46298
Publish: 12/29/2015
Details
Voya - Annuities
Authorization for Required Minimum Distribution
Lit No: 154327
Revised: 12/11/2017
Form ID: 46299
Publish: 12/08/2017
Details
Voya - Annuities
Deutsche Bank Disclaimer
Lit No: 172938
Revised: 03/31/2017
Form ID: 49106
Publish: 03/31/2017
Details
Voya - Annuities
Quest 5 Product Disclosure - CW
Lit No: 173378
Revised: 11/20/2017
Form ID: 49108
Publish: 11/17/2017
Details
Voya - Annuities
My Income Withdrawal Benefit Rider - NC, Hi, WA
Lit No: 173534
Revised: 12/05/2016
Form ID: 49113
Publish: 12/01/2016
Details
Voya - Annuities
Supp. to Annuity Disclosure for NJ (Revised)
Lit No:
Revised: 07/18/2016
Form ID: 49793
Publish: 07/15/2016
Details
Voya - Annuities
Fixed Annuities App. for Servicing Agent Contract
Lit No: 146876
Revised: 08/01/2016
Form ID: 50786
Publish: 09/12/2016
Details
Voya - Annuities
Suitability Profile (Fixed Annuities)- MA
Lit No: 175429
Revised: 12/11/2017
Form ID: 50866
Publish: 12/08/2017
Details
Voya - Annuities
MFC Account Customer Identification Worksheet
Lit No: 155925
Revised: 09/01/2014
Form ID: 51216
Publish: 10/05/2016
Details
Voya - Annuities
Look - Throught Trusts Instructions & Affidavit
Lit No: 151812
Revised: 01/01/2017
Form ID: 52255
Publish: 12/29/2016
Details
Voya - Annuities
Third Party Investment Advisory Program
Operations Guide.
Lit No: 130957
Revised: 09/01/2014
Form ID: 56203
Publish: 06/06/2017
Details
Voya - Annuities
Florida Suitability Producer Acknowledgement
Lit No: 175973
Revised: 12/11/2017
Form ID: 56255
Publish: 12/08/2017
Details
Voya - Annuities
Dollar Cost Averaging Allocation Request
Lit No: 178168
Revised: 04/30/2018
Form ID: 56765
Publish: 06/28/2018
Details
Voya - Annuities
Third Party Investment Advisor Program
Mutual Fund Custodial Account.
Lit No: 155112
Revised: 01/01/2018
Form ID: 57029
Publish: 12/28/2017
Details
Voya - Annuities
Nexus Info Worksheet/Out-of-State Verificat - ICC
Lit No: 154172
Revised: 12/11/2017
Form ID: 59408
Publish: 12/28/2017
Details
Voya - Annuities
Military Personnel Financial Services Disclosure -
Lit No: 154178
Revised: 12/11/2017
Form ID: 59409
Publish: 12/08/2017
Details
Voya - Annuities
Fixed Annuity Policyholders Rights Info VRAIC - MN
Lit No: 155595
Revised: 12/11/2017
Form ID: 59411
Publish: 12/08/2017
Details
Voya - Annuities
Reg 60 Replacement - NY
Lit No: 148206
Revised: 10/06/2015
Form ID: 60039
Publish: 12/28/2017
Details
Voya - Annuities
Reg 60 Annuity Replacement - NY
Lit No: 148207
Revised: 10/06/2015
Form ID: 60040
Publish: 12/28/2017
Details
Voya - Annuities
Important Notice Replacement Ins - KS
Lit No: 154149
Revised: 01/08/2018
Form ID: 60041
Publish: 12/28/2017
Details
Voya - Annuities
Supplement to App - Replacement - GA
Lit No: 154166
Revised: 01/08/2018
Form ID: 60042
Publish: 12/28/2017
Details
Voya - Annuities
Reg 60 Life to Annuity Replacement - NY
Lit No: 171202
Revised: 10/06/2015
Form ID: 60043
Publish: 12/28/2017
Details
Voya - Annuities
Ascend Annuity Application - NY
Lit No: 200337
Revised: 01/08/2018
Form ID: 60050
Publish: 12/28/2017
Details
Voya - Annuities
Ascend Annuity Acknowledgement - VT
Lit No: 200346
Revised: 01/08/2018
Form ID: 60051
Publish: 12/28/2017
Details
Voya - Annuities
IRA Conversion or IRA Recharacterization Request
Lit No: 159766
Revised: 02/28/2018
Form ID: 60875
Publish: 02/27/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Country Financial
Cunat --NEW--
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital --NEW--
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Owl Rock --NEW--
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thompson IM
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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