Step 1 – Add new account (Voya Institutional Plan Services)• At the Quicken1 start-up screen on your desktop click on

Investing, then Investing Accounts then Add Account.

• At the prompts, select 401(k) and 403(b) retirement plans from the list, then Voya Institutional Plan Services.

• Enter your choice for a name for your plan account.

• Click on the setup method you want to use – Online (recommended) or Manual. To keep going, click on Next.

Step 2 – Identify yourselfIf you log in to your account at Voyaretirementplans.com:

• Enter your account Username with @voya. For example, if your user name is “my401k,” you would use my401k@voya

• Enter the same Password2 you use to access your Plan website. To keep going, click on Next.

Linking your retirement account to

Quicken®

To take advantage of our enhanced download capabilities and Quicken® features, follow the steps outlined below to set up access for your Voya® account. On your Quicken desktop, you will need to add a new account under Voya Institutional Plan Services. Should you have questions regarding the setup procedures, you can use Quicken’s Help feature.

1 If you don’t already have Quicken®, you can go to http://www.intuit.com/ to purchase and download the software.

2 If you forgot your password, you can request a reminder from the “Forgot your password?” link on the login page of your Plan website.

Step 3 – Select plan accounts• Click on the name of the first plan account you want to

download to Quicken. To keep going, click on Next.

• Click on the names of additional plan accounts to download. Enter your choice for a name for each additional plan account. To keep going, click on Next.

• The screen displays your account setup. To confirm the information, click on Next.

Step 4 – Download complete• The program downloads and registers the information from

your plan account(s) and displays it.

• Next time you use the program, you can update your plan account information with the latest transactions and balances – with a single click of the mouse!

158182 3014163.C.P-7 © 2015 Voya Services Company. All rights reserved. CN0811-16462-0917

Any insurance products, annuities and funding agreements that you may have purchased are sold as securities and are issued by Voya Retirement Insurance and Annuity Company (“VRIAC”). Fixed annuities are issued by VRIAC. VRIAC is solely responsible for meeting its obligations. Plan administrative services provided by VRIAC or Voya Institutional Plan Services, LLC (“VIPS”). Neither VRIAC nor VIPS engage in the sale or solicitation of securities. If custodial or trust agreements are part of this arrangement, they may be provided by Voya Institutional Trust Company. All companies are members of the Voya family of companies. Securities distributed by Voya Financial Partners, LLC (member SIPC) or other broker-dealers with which it has a selling agreement. All products or services may not be available in all states.

To learn more about the application’s features and benefits, access the help menu within the Quicken software. For questions about your Plan, or to speak with a Customer Service Associate call 1-800-584-6001.

Voya.com

Not FDIC/NCUA/NCUSIF Insured I Not a Deposit of a Bank/Credit Union I May Lose Value I Not Bank/Credit Union Guaranteed I Not Insured by Any Federal Government Agency