EX-10 12 exhibit24b52opplusapp.htm EXHIBIT 24(B)(5.2) exhibit24b52opplusapp.htm - Generated by SEC Publisher for SEC Filing

Exhibit 24(b)(5.2):  Opportunity Plus Application 300-TDA-HH 09 (XC) 09/01/2014

OPPORTUNITY PLUS APPLICATION TDA GROUP CONTRACT   
Voya Retirement Insurance and Annuity Company
1A member of the VoyaTM family of companies
[Home Office: Windsor, CT
Opportunity Plus Service Center
PO Box 9810
Providence, RI 02940-8010]
Opportunity Plus Logo
 
CLIENT INFORMATION         
Name         TIN  
Address - Mandatory (# and street/PO box)        
City   State       ZIP  
ACCOUNT INFORMATION         
Name of plan (if any)          
Contract effective date          
Is Voya to bill for payments due? c Yes  c No       
Will this contract change or replace any existing life insurance or annuity contract? c Yes  c No 
If yes provide carrier name, account number, and date to be canceled.        
         
RIGHT OF INVESTMENT SELECTION         
Special Requests          
I understand that annuity payments and termination values (if any) provided by the contract being applied for, when based on the 
investment experience of a separate account, are variable and not guaranteed as to fixed dollar amount. 
Dated at (city and state)   this   day of   20  
Witness   Contractholder      
Corrections and amendments (Internal use only). Errors and omissions may be corrected by the Company but no change in plan, 
classification, amount, or extra benefits shall be made without written consent of the Contract Holder. 
AGENT NOTE         
Do you have any reason to believe any existing Life Insurance or Annuity Contracts will be modified or replaced if this Contract 
is issued? c Yes c No         
Agent Signature         Date  
AGENT INFORMATION         
Voya Office Name         VRIAC Code  
Client Reporting Agent Name         VRIAC Code  
Is this case to be tied to an existing case?  c Yes c No       
If yes, indicate existing case name and Master Billing Group #.        
Home Office approved for Modified Group, indicate:       
Agent of Record name (if any)         VRIAC Code  
Asset Base Compensation should go to c AOR c Producer       
300-TDA-HH 09 (XC)   Page 1 of 3 - Incomplete without all pages.  Order #143922 Form #300-TDA-HH (XC) 09/01/2014 

 



Billing Group #            
Home Office Use Only           
State   Area     Agency     ER #  
App Dis     Plan all       Contract Type  
Plan Type   Confirm   Owner   Bill   Submarket   Higher Int  
SIRI     Sep Acct     Exper Dte    
Metr Bg   ABC     Alloc Code     TPA  
Client Report            
 
          Affix prospectus 
          Receipt Here 
 
 
 
 
300-TDA-HH 09 (XC)     Page 2 of 3 - Incomplete without all pages. Order #143922 Form #300-TDA-HH (XC) 09/01/2014 

 



MASTER APPLICATION SUPPLEMENTAL DATA SHEET   
 
1Voya Retirement Insurance and Annuity Company
[A member of the VoyaTM family of companies
PO Box 9810
Providence, RI 02940-8010]
Opportunity Plus Logo
 
Please complete this form in addition to the Opportunity Plus Application TDA Group Contract (300-TDA-HH (XC)). This Form must 
accompany the application form when it is received in the Opportunity Plus Processing Office. Please deliver to the address: 
Voya Retirement Insurance and Annuity Company   
Opportunity Plus     
PO Box 9810     
Providence, RI 02940-8010     
INFORMATION     
School District Name      
Payroll Department Contact Name   Phone  
ENROLLMENT PERIOD     
c Open     c Specified period   
From       To  
TDA SALARY REDUCTIONS   
Payroll Frequency   Remittance Frequency   
c Monthly     c Monthly   
c Bi-Weekly   c Bi-Weekly   
c _______________________ c   
Will you remit over the summer?    
Will you be remitting employer money?    
ROTH SALARY REDUCTIONS1   
Payroll Frequency   Remittance Frequency   
c Monthly     c Monthly   
c Bi-Weekly   c Bi-Weekly   
c _______________________ c   
1Wage withholding is required in connection with Employee Roth contributions.   
METHOD OF REMITTANCE   
c Check   c EFT   c Wire Transfer   
PAYROLL REDUCTION/CHANGES   
Must be submitted  working days before the beginning of the payroll cycle. 
PAYROLL CYCLE     
The next payroll cycle date (mm/dd/yyyy) is    
Notes        
       
300-TDA-HH 09 (XC)   Page 3 of 3 - Incomplete without all pages.  Order #143922 Form #300-TDA-HH (XC) 09/01/2014