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What is Name Change Form

The Name Change Request Form is a business document used by account holders to update their name on investment accounts with Voya Investment Management.

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Who needs Name Change Form?

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Name Change Form is needed by:

Account holders with Voya Investment Management.
Individuals changing their legal name.
Joint owners on investment accounts needing updates.
Admins handling account management.
Legal representatives for clients.
Business owners updating company accounts.

Comprehensive Guide to Name Change Form

What is the Name Change Request Form?

The Name Change Request Form is designed to facilitate the update of an account holder’s name with Voya Investment Management. It is essential for maintaining accurate records and ensuring that personal information matches legal documents. To complete this form, users must provide their old and new names, along with a signature to verify the request.

This form is crucial for those needing an account name update, allowing for seamless management of their investment accounts.

Purpose and Benefits of the Name Change Request Form

For account holders at Voya Investment Management, the Name Change Request Form serves as an important tool for updating personal information. Updating names is vital for accurate account management, which helps in preventing potential discrepancies in investment records.

Utilizing this investment account form helps individuals ensure that their investments retain their integrity and that all communications from Voya accurately reflect their current names.

Key Features of the Name Change Request Form

This form includes several key features that enhance its effectiveness:

Medallion Signature Guarantee is required to validate identity.
Multiple blank fields with clear instructions assist users in completing the form effectively.

These features ensure that the form submission is both secure and straightforward, catering to the needs of individuals undergoing a name change.

Who Needs the Name Change Request Form?

The Name Change Request Form is intended for individuals who hold investment accounts with Voya Investment Management and have legally changed their name. This includes:

Account holders seeking to update their investment records.
Joint account holders who must ensure that all names on the account are consistent.

How to Fill Out the Name Change Request Form Correctly?

To ensure proper completion of the form, follow these steps:

Provide your old name as recorded with Voya.
Enter your new name as it appears on legal documents.
Sign the form to validate your request.

Avoid common mistakes such as misspelling or omitting required fields to prevent delays in processing your request.

Review and Validation Checklist for Your Submission

Before submitting your Name Change Request Form, use this validation checklist:

Ensure all fields are completed accurately.
Verify that the signatures are correct and include the Medallion Signature Guarantee.

Completing this checklist can help ensure your submission is processed smoothly without additional requests for information.

How to Submit the Name Change Request Form

There are multiple methods to return the Name Change Request Form to Voya Investment Management:

Submit by mail directly to the address provided by Voya.
Fax the completed form if applicable.

After submission, you can track the status of your request through customer service.

Security and Compliance When Using the Name Change Request Form

When handling the Name Change Request Form, security is paramount. pdfFiller implements robust security measures including 256-bit encryption and compliance with HIPAA and GDPR guidelines. This ensures that your personal data remains safe and protected throughout the submission process.

How pdfFiller Can Help You with the Name Change Request Form

pdfFiller simplifies the process of completing the Name Change Request Form. Users can easily edit, sign, and securely submit the form online. The platform offers features that make filling out the investment account form a breeze, ensuring a hassle-free experience for all users.

Start Your Name Change Process with pdfFiller Today

Using pdfFiller for your Name Change Request Form provides a secure and user-friendly platform for managing your documents. Experience the efficiency and simplicity of our services, as many users have found success in using pdfFiller to fulfill their document management needs.

Last updated on Mar 27, 2016

How to fill out the Name Change Form

1.

Access the Name Change Request Form on pdfFiller by searching for it in the template section or using a direct link provided by Voya Investment Management.
2.

Open the form in pdfFiller’s editor, which will display all sections and fields available for input.
3.

Begin filling out the first section by entering your Old Name exactly as it appears on your current documentation.
4.

Immediately follow by entering your New Name as you wish it to appear on your investment account.
5.

Review the fields for any checkboxes that may require selection, such as an option for a Joint Owner, if applicable.
6.

Gather any additional supporting documents needed, like a Medallion Signature Guarantee, before proceeding.
7.

Utilize pdfFiller’s features to manually navigate to each blank field and enter the corresponding information accurately.
8.

After completing all fields, take a moment to review your entries for any typographical errors or missing information.
9.

Once you are confident that all necessary fields are filled in correctly, finalize the form by signing where indicated.
10.

Save your progress by using the ‘Save’ button, ensuring your information is stored securely.
11.

To download or print the completed form, click on the ‘Download’ button, selecting the preferred format.
12.

If you are ready to submit your request, follow any provided electronic submission pathways within pdfFiller or mail the completed form to the specified address.

FAQs

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Who is eligible to use the Name Change Request Form?

Any account holder with Voya Investment Management who is legally changing their name or required to update their records is eligible to use this form.

What documents are needed to complete this form?

Along with the Name Change Request Form, a Medallion Signature Guarantee is often required to verify identity and authorize the name change.

How do I submit my completed Name Change Request Form?

You can submit the completed form either by mailing it to the address specified by Voya Investment Management or following any electronic submission options available on pdfFiller.

Is there a deadline for submitting the Name Change Request Form?

While there is typically no fixed deadline for processing this type of request, it is advisable to submit the form promptly to avoid delays in your account updates.

What are common mistakes to avoid when filling out this form?

Ensure that all names are filled in accurately as they appear on identification, and double-check that all required signatures are included to avoid processing delays.

How long does it take for processing the name change?

Processing times may vary, but typically, account updates can take several business days following the receipt of the completed form by Voya Investment Management.