Get the free Oregon College Savings Plan Account Application for a Custodian Account
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This document is used to open a new Plan Account under UGMA/UTMA for the Oregon College Savings Plan.
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How to fill out oregon college savings plan
How to fill out Oregon College Savings Plan Account Application for a Custodian Account
01
Begin by downloading the Oregon College Savings Plan Account Application form from the official website.
02
Indicate that the account type is a Custodian Account on the application.
03
Provide the custodian's personal information, including full name, address, Social Security number, and date of birth.
04
Fill in the beneficiary's information, including their name, Social Security number, and date of birth.
05
Select the contribution method, either a one-time contribution or recurring contributions.
06
Choose the investment options according to your preferences and risk tolerance.
07
Review the terms and conditions, and sign the application where indicated.
08
Submit the completed application along with any required identification documentation and initial contribution payment to the address specified.
Who needs Oregon College Savings Plan Account Application for a Custodian Account?
01
Parents or guardians who wish to save for a child's future education expenses.
02
Custodians managing funds on behalf of minors.
03
Individuals looking for tax-advantaged ways to save for college expenses.
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What is Oregon College Savings Plan Account Application for a Custodian Account?
The Oregon College Savings Plan Account Application for a Custodian Account is a form used to open a college savings account managed by an adult custodian for the benefit of a minor. It allows the custodian to save and invest funds for the minor's future education expenses.
Who is required to file Oregon College Savings Plan Account Application for a Custodian Account?
The application must be filed by a custodian, typically a parent or legal guardian, acting on behalf of a minor who is the beneficiary of the account. The custodian manages the account until the minor reaches the age of majority.
How to fill out Oregon College Savings Plan Account Application for a Custodian Account?
To fill out the application, the custodian needs to provide personal information, including the custodian's and minor's names, Social Security numbers, addresses, and other relevant details. Additionally, the custodian must select investment options and review the terms and conditions before submitting the application.
What is the purpose of Oregon College Savings Plan Account Application for a Custodian Account?
The purpose of the application is to establish a savings account specifically for funding a child's future college expenses. It enables custodians to save money tax-deferred, ensuring that the funds can be used for qualified higher education costs.
What information must be reported on Oregon College Savings Plan Account Application for a Custodian Account?
The application requires reporting the custodian's and minor's names, addresses, Social Security numbers, date of birth of the minor, and the chosen investment options. It may also require details on funding contributions and the relationship of the custodian to the minor.
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