Instructions Order #206943 02/25/2020

SELECT ADVANTAGE muTuAL fuND CuSToDiAL ACCouNTTrANSfEr or roLLoVEr rEquEST SECTioN-By-SECTioN iNSTruCTioNS

Section 1: Account owner informAtion•Listaccountownername,addressandcompleteSocialSecurityNumber/TaxIdentificationNumber.

Section 3: trAnSfer or roLLoVer Amount•Indicateamountbyselectingtheoptionsavailable.•Timingforthetransferorrollover,selectassoonaspossibleorindicateaspecificdate.•Ifrequestingapartialtransferorrollover,includethepercentageordollaramount.

Section 5: continuAtion of PreViouS 72(t) eLection•Completethissectiononlyifitappliestothisparticulartransferorrollover.

Section 6: AuthorizAtion•Theaccountownermustsignanddatethissection.•Ifthereisanauthorizedsigner,suchasapowerofattorney,includethesigner’stitleandanysupportingpaperwork

•Completeallfieldsinthissection.•Includethestreetaddressandphonenumber for thecurrent trustee/custodian/insurancecarrier.Youmustprovidetheactualstreetaddress;noPostOfficeboxes.

•TimingforTransferorRollover:Oncewereceivearequest,weforwardittothecurrenttrustee/custodian/insurancecarrier.Somecurrenttrustees/custodians/insurancecarrierswillnothonoraspecificdateandwillinsteadprocesstherequestonthedatetheyreceiveit.Youshouldcontactthecurrenttrustee/custodian/insurancecarriertoverifytheirpolicy.

•TransfersorrolloversfromanexistingSelectAdvantageIRAtoanewSelectAdvantageIRA(aproducttransfer)maytakeuptotwoweekstocomplete.

Section 2: current truStee/cuStodiAn/inSurAnce cArrier informAtion

Section 4: Account trAnSfer or roLLoVer•“TransferorRolloverFrom”=thecurrentproducttype.•“TransferorRolloverTo”=thenewproducttype.•For transfer to or from an IRAwhich involves a conversion or recharacterization, please include the IRAConversion or IRARecharacterizationRequest(154174)withthisrequest.

Voya Institutional Trust Company, CustodianRecordkeeping provided by Voya Retirement Insurance and Annuity Company (“VRIAC”)Members of the Voya® family of companiesPO Box 990063, Hartford, CT 06199-0063Overnight Mail: One Orange Way, Windsor, CT 06095Fax: 800-643-8143If you are a customer, call: 800-584-6001If you are an advisor, call: 800-344-6860www.voyaretirementplans.com

Page 1 of 3 - Incomplete without all pages. Order #206943 02/25/2020 TM:PAYOUTSRVS/SATRANSFER

Phone Carrier Name

State City ZIP

Street Address (PO boxes are not permitted)

Account Number being transferred1

2. current truStee/cuStodiAn/inSurAnce cArrier informAtion

cFixed AnnuitycVariable Annuity cMutual FundcBrokeragecCD

cOther

type (Select one)

i wish to liquidate and transfer or rollover: (Select one)

cthe full value (approximate amount) $ .

ca partial value in the amount of $_________________ or ____________% of my present account.

to acNew orcExisting Account (Provide existing plan number)

i understand i will incur a penalty of: c 0% or %, totaling $ , by liquidating the requested amount.

3. trAnSfer or roLLoVer Amount

SELECT ADVANTAGE muTuAL fuND CuSToDiAL ACCouNTTrANSfEr or roLLoVEr rEquEST

1. Account owner informAtion

SSN/TIN (Required) Name

City State ZIP

Address

Voya Institutional Trust Company, CustodianRecordkeeping provided by Voya Retirement Insurance and Annuity Company (“VRIAC”)Members of the Voya® family of companiesPO Box 990063, Hartford, CT 06199-0063Overnight Mail: One Orange Way, Windsor, CT 06095Fax: 800-643-8143If you are a customer, call: 800-584-6001If you are an advisor, call: 800-344-6860www.voyaretirementplans.com

1Transfers or rollovers from an existing Select Advantage IRA to a new Select Advantage IRA (a product transfer) may take up to two weeks to complete.

Page 2 of 3 - Incomplete without all pages. Order #206943 02/25/2020 TM:PAYOUTSRVS/SATRANSFER

4. Account trAnSfer or roLLoVer

5. continuAtion of PreViouS 72(t) eLection

cCheck here if you plan to continue your 72(t) program. You must complete and submit a 72(t) Payment request (161996) to initiate payments for your new account.

this election can only be made if the transfer or rollover is into a new account.

I am currently receiving substantially equal periodic payments that comply with Internal Revenue Code Section 72(t)(2)(A)(iv), as applicable, which permit me to receive payments in substantially equal installments without incurring any penalty taxes normally applicable to distributions before age 591/2. It is my intention that these payments continue to be distributed from the new account in the same amount and under the same method as was being used before the transfer or rollover (or under the required minimum distribution method, if a change to that method is permitted under Rev. Rule 2002-62).

trAnSfer or roLLoVer from: trAnSfer or roLLoVer to:

cTraditional IRA cTraditional IRA

cRoth IRA cRoth IRA5

cSIMPLE IRA3 Participation Date cSIMPLE IRA6

cSEP-IRA cSEP-IRA

c401(k)2,4

cTSA/403(b)1,2

cGovernmental 457(b)

cNon-qualified as contribution

cQualified Other

1All existing Tax Sheltered Annuity (TSA) loans must be reconciled with your current trustee/custodian/carrier before the transfer or rollover.2For direct rollover only.3Not eligible to be transferred to a Traditional IRA or SEP-IRA in first 2 years.4Verify all plan requirements with plan administrator before submitting.5If transferring from a Non Roth IRA to a Roth IRA the 1099 should be coded as a taxable distribution. 6 In the first 2 years, only rollovers from another SIMPLE IRA are permitted. After two years of participation, rollovers can be accepted from other IRAs or Qualified Plans. SIMPLE IRAs may not accept rollovers from Roth IRAs or designated Roth accounts of employer-sponsored plans.

Page 3 of 3 - Incomplete without all pages. Order #206943 02/25/2020 TM:PAYOUTSRVS/SATRANSFER

6. AuthorizAtion (Signature guarantee may be required)

You hereby certify that you have read and understand the terms of this form and that the information provided on this form is true and complete to the best of your knowledge.

Owner Signature Date Signature Guarantee (If applicable)

Affix your medallion signature guarantee stamp below. Please note that this form may be imaged and your transaction may be delayed when the stamp is illegible on scanned documents. The servicing producer is not permitted to act as signature guarantee.

Firm Name on Medallion ID# Phone

under penalties of perjury, i certify that:

1. the taxpayer identification number that appears on this form is correct,

2. i am not subject to backup withholding due to failure to report interest and dividend income1, and

3. i am a u.S. person1if you are subject to back-up withholding, you must strike through statement number 2.

non-reSident ALien StAtuS

If you are a Non-Resident Alien, please check the box and provide your country of residence below.

c Under penalties of perjury, I certify that I am a Non-Resident Alien and my country of residence is .

The amount paid to you will be subject to 30% withholding, unless you submit an IRS Form W-8, and are entitled to claim a reduced rate of withholding under the applicable U.S. tax treaty.

Note: If you are a Non-Resident Alien with a U.S. address claiming treaty benefits on your Form W-8, please include a letter of explanation for the reason you have a U.S. address along with supporting documentation such as a copy of a passport or other government ID issued by your foreign country of residence.

the internal revenue Service does not require your consent to any provision of this document other than the certifications (in bold above) required to avoid backup withholding.