Broker Check

Lakeville ISD #194

Step 1: Enroll Now 

Step 1: Enroll Now 

READY TO ENROLL? GET STARTED TODAY!
 

Before enrolling online, be prepared to provide the following: 


Plan Number : VFR498

Rep & Verification Number: (choose one from the list below)     

     Daniel Rickett - 167902
     Todd Lins - 004127
     Alexander Anderson - 004130
 And the name of each person you want to designate as a beneficiary
  

Once the enrollment process is complete, you can review and confirm your entries before submitting your enrollment information. An email confirmation will be sent to the email address you provide during the enrollment process. In addition, a separate confirmation of your enrollment will be mailed to the address you provide. This confirmation will include a default PIN you will need to access your account online. Please write down this PIN and keep it safe for future use.

Step 2: Start Contributing

START OR CHANGE YOUR CONTRIBUTION AMOUNT!
The Salary Reduction Agreement (SRA) establishes, changes, or cancels your Voya 403(b) Plan contributions. You may change the amount you contribute at any time with this form. After you complete it, fax or mail a copy of the form to Capital Street Financial Services, Inc. If you have questions on how to obtain the form or on your district match, please get in touch with our office at 651-665-4300. Allow up to two pay periods for the changes to be reflected on your pay stub. 

Return Completed Form To:

  • Email: csfs@capitalstreet.biz 
    Fax: 651-665-0121
    Mail: 85 East 7th Place, Suite 275, Saint Paul, MN 55101
Salary Reduction Agreement