Get the free UNIQUE College Investing Plan

Product Name The UNIQUE College Investing PlanSM Offered By The State of New Hampshire Asset Management Managed by Fidelity Investments Overview investor including new Index Fund investment options for our Age-Based Static and Individual Fund Portfolios as well as an array of popular Age-Based and Static Portfolios1 that invest in Actively Managed mutual funds. The plan s new index fund portfolios are among the lowest cost in the 529 industry capped at 50 basis points. There is no annual...

How to fill out unique college investing plan

How to fill out UNIQUE College Investing Plan

1. Visit the UNIQUE College Investing Plan website.
2. Create an account or log in if you already have an account.
3. Choose the type of investment account based on your goals (e.g., for a child, for yourself).
4. Fill out the personal information required, including beneficiary and account owner details.
5. Select your contribution method and amount (one-time or recurring contributions).
6. Review the investment options available and select the ones that align with your preferences.
7. Complete the necessary tax documents, if required.
8. Submit your application for approval.

Who needs UNIQUE College Investing Plan?

1. Parents looking to save for their child's college education.
2. Families who want to benefit from tax advantages while saving for college.
3. Individuals who want to invest for their own continued education.
4. Anyone seeking to effectively plan for future educational expenses.

People Also Ask about

What is the downside to a 529 account?

529 Cons. If not used for college expenses, there is a 10% additional tax on earnings. If not used for qualified expenses, all earnings are taxed as ordinary income (even if the “actual” earnings were capital gains). The management fees for a 529 account are typically higher than the fees for comparable mutual funds.

Is Fidelity Unique college Investing Plan good?

529 Cons. If not used for college expenses, there is a 10% additional tax on earnings. If not used for qualified expenses, all earnings are taxed as ordinary income (even if the “actual” earnings were capital gains). The management fees for a 529 account are typically higher than the fees for comparable mutual funds.

Which company has the best 529 plan?

Top-rated 529 plans in 2025 Bright Start Direct-Sold College Savings Program (Illinois) U.Fund College Investing Plan (Massachusetts) Oregon College Savings Plan. Ohio's 529 Plan CollegeAdvantage. UNIQUE College Investing Plan (New Hampshire) ScholarShare 529 (California) Pennsylvania 529 Investment Plan. my529 (Utah)

What is the unique college investing plan?

New Hampshire's UNIQUE College Investing Plan features a robustly staffed investment management team in addition to deeply researched and well-diversified portfolios. The plan earns a Morningstar Medalist Rating of Silver.

Is Fidelity Unique college investing Plan good?

New Hampshire's UNIQUE College Investing Plan features a robustly staffed investment management team in addition to deeply researched and well-diversified portfolios. The plan earns a Morningstar Medalist Rating of Silver.

Is a 529 plan really worth it?

529 college savings plans set aside money for education. Now they can do even more. 529 plans are one of the best ways to save for your child's college education. These state-sponsored investment accounts offer tax-free earnings and withdrawals that can be used for tuition, books, computers and more.

What is the downside to a 529 account?

If the beneficiary of a 529 account doesn't go to college, you canchange the beneficiary or take a non-qualified withdrawal. If you take a non-qualified withdrawal, you will incur income tax as well as a 10% penalty tax on the earnings portionof the account.

What are the negatives of a 529 plan?

529 Cons. If not used for college expenses, there is a 10% additional tax on earnings. If not used for qualified expenses, all earnings are taxed as ordinary income (even if the “actual” earnings were capital gains). The management fees for a 529 account are typically higher than the fees for comparable mutual funds.

What happens to 529 if kids don't go to college?

If the beneficiary of a 529 account doesn't go to college, you canchange the beneficiary or take a non-qualified withdrawal. If you take a non-qualified withdrawal, you will incur income tax as well as a 10% penalty tax on the earnings portionof the account.

What is the unique college investing plan Fidelity?

The UNIQUE 529 plan offers federal tax benefits as you save for a child's education. Use the funds for a wide range of college expenses at accredited schools nationwide—plus tuition expenses for K-12th grade, certain apprenticeship costs, and student loan repayments.

For pdfFiller’s FAQs

What is UNIQUE College Investing Plan?

The UNIQUE College Investing Plan is a 529 college savings plan designed to help families save for future higher education expenses on a tax-advantaged basis.

Who is required to file UNIQUE College Investing Plan?

Typically, the account owner of the UNIQUE College Investing Plan is required to file the plan, which is usually a parent or guardian managing funds for a beneficiary.

How to fill out UNIQUE College Investing Plan?

To fill out the UNIQUE College Investing Plan, you need to provide personal information about the account owner and the beneficiary, designate investment options, and indicate contribution amounts.

What is the purpose of UNIQUE College Investing Plan?

The purpose of the UNIQUE College Investing Plan is to assist individuals and families in saving money for qualified higher education expenses, providing tax benefits and investment growth potential.

What information must be reported on UNIQUE College Investing Plan?

Information that must be reported includes the account owner's name and details, beneficiary information, investment options selected, and contributions made to the plan.