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IAdvisor 529 Plan
Payroll Direct Deposit - Employer
This form is used by the payroll department of the Participant’s employer to establish a payroll deduction plan with the
Iowa Advisor 529 Plan. If you have questions about this form call 1-800-774-5127. Information is also available online
at www.iadvisor529.com.
To help ensure timely
and accurate processing
of this form, please print
clearly.
E I1
I529-PAYROLLAPP Employer - (011824) 172953
____________________________________________________________________ ______________________________________
Company Name Federal Tax Identification number
_____________________________________________________ _________________________ _________ ____________
Company address City State ZIP code
_____________________________________________________
Number of Employees in Company
____________________________________________________________________ ______________________________________
Primary Contact Name Primary Contact Title
____________________________________________________________________ ______________________________________
Primary Contact Telephone Number Primary Contact Fax Number
____________________________________________________________________________________________________________
Primary Contact E-mail Address
Approximate date you intend to begin payroll deduction:
Date (mm/dd/yyyy)
Frequency of deposits: Weekly Biweekly Monthly Quarterly Other:
Do you use a third-party vendor? No Yes If Yes, Name of Vendor:
Contribution Method:
Contribution via check (payable to “IAdvisor 529 Plan”): List bills
Employer sends one lump sum check along with roster to Iowa Advisor 529 Plan via mail.
The check should be sent to: IAdvisor 529 Plan
c/o Voya Investment Management
PO Box 534469
Pittsburgh, PA 15253-4469
Individual direct deposit (via ACH, “Automated Clearing House”: COPS)
Payroll Deduction method currently oered is direct deposit via ACH as initiated by the employer or account owner.
The funds are sent as follows: BNY Mellon Bank Boston, MA
ABA # 011001234
Account Number: 9050xxxxxxxxx9999
The Account number must be exactly 17 characters (9050+ account owner SSN+9999)
Automatic Investment Plan (AIP) - Automatic purchases made from participants bank account into the IAdvisor 529 account.
$50 minimum per investment, per account.
____________________________________________________________________ ________________ ___________________
Firm Name Branch Number Representative Number
_____________________________________________________ ___________________________________________________
Representative Name E-Mail Address
_____________________________________________________ _________________________ _________ ____________
Firm address City State ZIP code
_____________________________________________________ ___________________________________________________
Telephone Number Fax Number
P D T M2
I D I3
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NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
IAdvisor 529 Plan is a part of the Iowa Educational Savings Plan Trust, a state-sponsored 529 college savings
plan administered by the State of Iowa, for which the Treasurer of the State of Iowa serves as the Trustee. Voya
Investment Management Co. LLC provides investment management and administrative services for the IAdvisor
529 Plan. Shares in the Program are distributed by Voya Investments Distributor, LLC, Member FINRA/SIPC.
S A4
By signing this Employer Authorization Form and submitting it to IAdvisor 529 Plan, the company named in
Section 1 and the authorized representative below hereby represents, warrant and agree to the following:
1. The undersigned is an authorized representative of the company.
2. The company authorizes and will cooperate with IAdvisor 529 Plan to provide an employer payroll
deduction program or employee pre-authorized investment plan.
3. Copies of the IAdvisor 529 Plan Program Description and Participation Agreement have been or will be
provided to each employee who chooses to open a specific IAdvisor 529 Plan Account.
4. If a payroll deduction program is being established:
a. The company will promptly transmit or cause to be transmitted to IAdvisor 529 Plan via check or wire
transfer, an aggregate contribution equal to the sum of contributions of each employee participating
in the payroll deduction program.
b. The company will transmit or cause to be transmitted to IAdvisor 529 Plan before or simultaneously
with each contribution transmission complete and accurate contribution information in a form and
substance mutually agreed to between the company and IAdvisor 529 Plan, containing the following:
the company code assigned by IAdvisor 529 Plan, each participating employee’s name, Social
Security number or payroll ID number, and their contribution amount.
c. The company will hold harmless and indemnify IAdvisor 529 Plan and their aliates, ocers,
directors, agents and employees for any loss that the company or any employee participating in the
payroll deduction program may suer as a result of the failure or delay of the company or company’s
third party vendor to transmit contributions or the contribution information in a timely and accurate
manner.
d. The company is responsible for expenses associated with implementing and administering the payroll
deduction program, including any costs associated with deducting and transmitting the contributions
of employees participating in the program.
5. I understand that neither a IAdvisor 529 Plan program account, nor the principal, nor the investment
return is guaranteed or insured by the FDIC.
___________________________________________________________ __________________________________
Signature of Authorized Company Representative Date
___________________________________________________________
Please Print Full Name & Title of Authorized Representative
