EX-24 4 ex24b5sunyapp155634ny.htm EXHIBIT 24(B)(5) SUNY APPLICATION ex24b5sunyapp155634ny.htm - Generated by SEC Publisher for SEC Filing

Exhibit 24(b)(5)  
APPLICATION FOR GROUP ANNUITY CONTRACT  
    
Voya Retirement Insurance and Annuity Company Voya LOGO
A member of the Voya® family of companies
[PO Box 990063
Hartford, CT 06199-0063]

  

As used on this form, the term “Voya,” “VRIAC,” “Company,” “we,” “us” or “our” refers to your plan’s funding agent and/or services provider. That entity is Voya Retirement Insurance and Annuity Company. Contact us for more information.
l. APPLICANT INFORMATION
[Applicant Name (Employer/Contract Holder)  ____________________________________________________________________
Address __________________________________________________________________________________________________
City _____________________ State  _______________________  ZIP _____________________________
Tax Identification #  _________________________________________________________________________________________]
2. ACCOUNT INFORMATION
Full Legal Plan Name  ______________________________________________________________________________________
Type of Organization
¨ Governmental Organization
¨ State, local, county, municipality ¨ Tax-exempt Organization (includes churches, healthcare organizations and
¨ Healthcare private education organizations)
¨ Public School ¨ 501(c)(3) Organization (IRS tax-exempt status letter required to be
¨ K-12      submitted for organizations formed after 10/9/69)
¨ High Education ¨ Church, qualified and non-qualified church controlled organizations
¨ For Profit Organization ¨ Healthcare
¨ Corporation ¨ Education
¨ Unincorporated (e.g. partnerships, ¨ 501(c)(__) Organization. Type of Entity __________________________
self-employed & S Corporations) ¨ Other (specify) __________________________________________________
Type of Plan (Select one.)                                                      
403(b) Plan 457 Plan
¨ 403(b) Non-ERISA public schools and ERISA exempt ¨ Governmental 457(b) (including public schools)
501(c)(3) organizations ¨ Tax-exempt 457(b) top hat (for select management
¨ 403(b) ERISA (generally, 501(c)(3) organization and/or highly compensated employees)
sponsoring a 403(b) with employer and/or employee ¨ Tax-exempt 457(b) (only non-qualified church
contributions) controlled organizations)
401(a)/(k)) Plan
¨ 401(a) Other (specify) _______________________________________
¨ 401(k) - employee salary deferral plan
[Product (Select one. All products may not be available in all states.)
¨ Voya Custom Choice II ¨ Voya Retirement Plus II
¨ Voya Retirement Choice II (Fixed Plus Account III)  ¨ Other (specify)  ______________________________________________________]
 
ERISA Status
Is this Plan subject to ERISA Title I? ¨ Yes ¨ No
If “Yes,” indicate the Plan Anniversary (Month/Day) (required)
 
 
 
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3. CONTRACT HOLDER SIGNATURE AND AUTHORIZATION
By signing this form, I understand that:

I am selecting an annuity product to fund a tax-deferred arrangement;

the group annuity contract may include restrictions on the availability of the Voya Fixed Plus Account III as set forth in the
contract;
the tax laws provided for deferral of taxation of earnings on participant account balances; and
although the annuity provides features and benefits that may be of value to participants, it does not provide any additional
deferral of taxation beyond that provided by the tax-deferred arrangement itself.
 
Additionally, I acknowledge that the pre-filled information, as well as the information I have provided is complete and accurate. I
further understand that the Company is entitled to rely exclusively on information provided on this form.
    
For all products other than Voya Retirement Choice II, all payments and values provided by the group Contract, when
based on the investment experience of the Separate Account, are variable and are not guaranteed as to fixed dollar
amount. Amounts allocated to the Guaranteed Accumulation Account, if available and withdrawn before a guaranteed
term maturity date, may be subject to a market value adjustment. The market value adjustment may result in an
increase, or a decrease, in the Individual Account value.
        
I acknowledge receipt of the current annuity prospectus for the group annuity contract or contract disclosure booklet (applicable to
Voya Fixed Plus Account III), as well as current fund prospectuses for each of the variable investment options. I HAVE ATTACHED A
COPY OF THE PROSPECTUS RECEIPT TO THIS APPLICATION (not applicable to Voya Fixed Plus Account III). The Effective Date
of the Contract is the Contract Holder’s date of signature below.
    
Contract Holder Signature  _______________________________________________  Date __________________________________
 
Title _______________________________ City/Town and State Where Signed __________________________________________
 
Witness Signature  _______________________________________________________  Date _________________________________
   
4. PRODUCER SIGNATURE
 
Producer Name __________________________________________________________  License # (if applicable) ________________
 
Producer Signature _______________________________________________________  Date ________________________________
 
       
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