Get the free Oregon College Savings Plan Authorized Agent/Interested Person Form
Show details
This form is used to authorize someone as an Agent/Interested Person who can request information and receive documents regarding the Oregon College Savings Plan Account(s).
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign oregon college savings plan
Edit your oregon college savings plan form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your oregon college savings plan form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit oregon college savings plan online
In order to make advantage of the professional PDF editor, follow these steps:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit oregon college savings plan. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out oregon college savings plan
How to fill out Oregon College Savings Plan Authorized Agent/Interested Person Form
01
Obtain the Oregon College Savings Plan Authorized Agent/Interested Person Form from the official website or local office.
02
Fill in your personal information, including your name, address, and contact details in the designated fields.
03
Indicate whether you are applying as an authorized agent or an interested person by selecting the appropriate option.
04
If applying as an authorized agent, provide the details of the account owner and the beneficiary of the Oregon College Savings Plan.
05
Sign and date the form to confirm that all information is accurate and complete.
06
Submit the form online, via mail, or in person as instructed on the form or the website.
Who needs Oregon College Savings Plan Authorized Agent/Interested Person Form?
01
Individuals who wish to manage or inquire about an Oregon College Savings Plan account on behalf of another person.
02
Parents or guardians who want to authorize someone else to act on their behalf regarding their child's college savings account.
03
Financial advisors or representatives who require access to the account information for their clients.
Fill
form
: Try Risk Free
People Also Ask about
What is the best account to open to save for college?
College Savings Options: The Best Ways to Save for College 529 Plan. Mutual Funds. Custodial accounts under UGMA/UTMA. Qualified U.S. Savings Bonds. Roth IRA. Coverdell ESA.
Who has the best 529 plan?
Here are some highly rated options to consider. T. Rowe Price College Savings Plan. Compare plan. MOST - Missouri's 529 Education Plan (Direct-sold) Compare plan. 4 / 5. New York's 529 College Savings Program -- Direct Plan. Compare plan. 4 / 5. The Vanguard 529 College Savings Plan. Compare plan. 4 / 5. Invest529. Compare plan.
How to open an Oregon college savings plan?
What do you need to do? It couldn't be easier to open an OCSP account — you need just $25 and about 15 minutes. You will be asked for basic info about yourself and the designated account beneficiary (in other words, the person who can use the funds you save).
Does Oregon tax 529 withdrawals?
If you contributed to the 529 plan, you will be able to claim a tax credit. If you withdrew money from your 529 plan, you may have to add the withdrawal back to your income if it was not used for educational purposes.
What expenses are eligible for 529 in Oregon?
You can use a 529 plan for tuition, fees, books, computers, room and board, student loans (up to $10,000), and K-12 tuition (up to $10,000 per year), with each subject to specific guidelines.
Is there a tax credit for 529 contributions in Oregon?
Oregon higher education savings plan account contributions A refundable tax credit for the 2024 tax year of up to $180 ($360 if married filing jointly) is available if you make contributions to an Oregon higher education savings plan account.
How to open an Oregon 529 plan?
To open an MFS 529 Savings Plan Account, contact the board directly. If you would like to open more than one Oregon College Savings Plan account or create the account using your spouse's information, notify the network when they contact you. Taxpayer email. Enter your email address.
Who manages the Oregon 529 plan?
The Oregon College Savings Plan, the MFS 529 Savings Plan and the Oregon ABLE Savings Plan are administered by the Oregon Treasury Savings Network which is a division of the Oregon State Treasury.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is Oregon College Savings Plan Authorized Agent/Interested Person Form?
The Oregon College Savings Plan Authorized Agent/Interested Person Form is a document that allows individuals to appoint someone else to act on their behalf regarding their college savings account, enabling authorized agents to access account information or make changes.
Who is required to file Oregon College Savings Plan Authorized Agent/Interested Person Form?
Individuals who wish to designate an authorized agent to manage their Oregon College Savings Plan account must file the Oregon College Savings Plan Authorized Agent/Interested Person Form.
How to fill out Oregon College Savings Plan Authorized Agent/Interested Person Form?
To fill out the form, provide the account owner's information, the authorized agent's details, specify the authority granted, and sign the form to validate it.
What is the purpose of Oregon College Savings Plan Authorized Agent/Interested Person Form?
The purpose of the form is to ensure the designated agent has the legal authority to manage the college savings account, facilitating transactions and communications on behalf of the account owner.
What information must be reported on Oregon College Savings Plan Authorized Agent/Interested Person Form?
The form must include the account owner's name, account number, the authorized agent's name, contact information, and the scope of authority granted to the agent.
Fill out your oregon college savings plan online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Oregon College Savings Plan is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
