Get the free Oregon College Savings Plan Account Application for an Entity Account

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Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency.

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How to fill out Oregon College Savings Plan Account Application for an Entity Account

01

Gather necessary information about the entity, such as the legal name, tax identification number, and address.

02

Choose the type of entity account you are applying for (e.g., corporation, partnership, LLC).

03

Complete the Oregon College Savings Plan Account Application form with the entity's information.

04

Provide details about the authorized individuals who will manage the account, including names and signatures.

05

Review the application for accuracy and completeness.

06

Submit the application along with any required documentation and the initial contribution.

Who needs Oregon College Savings Plan Account Application for an Entity Account?

01

Any legal entity, such as businesses or organizations, intending to save for a beneficiary's higher education expenses may need an Oregon College Savings Plan Account Application.

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What is Oregon College Savings Plan Account Application for an Entity Account?

The Oregon College Savings Plan Account Application for an Entity Account is a form used by organizations, such as businesses or trusts, to establish an account within the Oregon College Savings Plan for the purpose of saving for higher education expenses.

Who is required to file Oregon College Savings Plan Account Application for an Entity Account?

Organizations, including corporations, partnerships, nonprofit entities, and trusts, that wish to open an account in the Oregon College Savings Plan are required to file the Oregon College Savings Plan Account Application for an Entity Account.

How to fill out Oregon College Savings Plan Account Application for an Entity Account?

To fill out the application, entities must provide specific information such as the legal name of the entity, the tax identification number, the contact information, and the details of the authorized individuals who will manage the account.

What is the purpose of Oregon College Savings Plan Account Application for an Entity Account?

The purpose of the application is to enable entities to create and manage a dedicated savings account to fund higher education expenses for beneficiaries associated with the entity.

What information must be reported on Oregon College Savings Plan Account Application for an Entity Account?

The application must report information such as the entity's legal name, tax identification number, address, contact details, the names of the account's authorized signers, and the designated beneficiary information for the college savings account.

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