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GOYA INVESTMENT MANAGEMENT 403(b) CUSTODIAL ACCOUNT BENEFICIARY DESIGNATION CHANGE FORM Complete this form to change your current Primary or Contingent Designated Beneficiary(IES). The share percentage
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How to fill out voya 403b custodial account

01
Step 1: Gather all necessary documents, such as identification, Social Security number, and employment information.
02
Step 2: Visit the official website of Voya Financial or contact their customer service to request the necessary forms for opening a 403b custodial account.
03
Step 3: Fill out the forms accurately and completely, providing all necessary personal and employment information.
04
Step 4: Attach any required supporting documents as stated in the application forms.
05
Step 5: Review the filled-out forms and ensure all information is correct and accurate.
06
Step 6: Submit the completed application forms and supporting documents to Voya Financial through mail or electronic submission as instructed.
07
Step 7: Wait for confirmation from Voya Financial regarding the successful opening of your 403b custodial account.
08
Step 8: Once the account is open, consider contributing to it regularly to maximize the benefits of a 403b plan.

Who needs voya 403b custodial account?

01
Employees who work for public schools, tax-exempt organizations, or certain religious organizations may need a Voya 403b custodial account.
02
This account is specifically designed for individuals looking to save for retirement while enjoying tax advantages.
03
It allows employees to contribute a portion of their salary to the account, which can grow tax-deferred until retirement.
04
Hence, individuals who want to save for retirement and have the benefit of reduced taxable income may find a Voya 403b custodial account suitable for their needs.
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The Voya 403b custodial account is a retirement account offered by Voya Financial specifically designed for employees of schools and certain non-profit organizations.
Employees of schools and certain non-profit organizations who participate in their employer's 403b retirement plan are required to file a Voya 403b custodial account.
To fill out a Voya 403b custodial account, employees must provide personal information, select investment options, and designate beneficiaries.
The purpose of a Voya 403b custodial account is to help employees save for retirement by offering tax advantages and investment options.
Information such as personal details, contribution amounts, investment selections, and beneficiary designations must be reported on a Voya 403b custodial account.
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