Hartford Funds CHET Advisor Account Application 2014 free printable template

Chetadvisor. com AN ADVISOR-SOLD PLAN MANAGED BY THE HARTFORD 529 College Savings Program Connecticut Higher Education Trust Account Application CHET Advisor is administered by the Treasurer of the State of Connecticut as the Trustee of the Connecticut Higher Education Trust Program and Hartford Life Insurance Company serves as Plan manager. DO NOT STAPLE UIICTA MKT8754 ENROLL 0114 Page 1 of 12 CHET ADVISOR Questions Customer Service 1. 877. 407. 2828 Monday through Thursday 8 a*m* to 7 p*m*...

How to fill out Hartford Funds CHET Advisor Account Application

How to fill out Hartford Funds CHET Advisor Account Application

1. Begin by downloading the Hartford Funds CHET Advisor Account Application from the official website or request a copy from your advisor.
2. Fill out the 'Account Information' section with your personal details, including your name, address, and Social Security number.
3. Provide information regarding the account type you wish to open (e.g., Individual, Joint, Custodial).
4. Complete the 'Investment Experience' section by indicating your investment background and risk tolerance.
5. Specify your source of funds and employment details as required by the application.
6. Review the 'Beneficiary Designation' section and complete it with the necessary information.
7. Sign and date the application, confirming that all information provided is accurate.
8. If necessary, include any additional required documentation (e.g., identification, proof of address).
9. Submit the completed application to Hartford Funds as instructed, either by mail or electronically.

Who needs Hartford Funds CHET Advisor Account Application?

1. Individuals looking to invest in a tax-advantaged college savings plan in Connecticut.
2. Advisors managing accounts for clients who wish to participate in the CHET program.
3. Parents or guardians planning for their child’s higher education expenses.

People Also Ask about

Are 529 plans deductible in CT?

State tax deduction or credit for contributions: Contributions to a Connecticut 529 plan of up to $5,000 per year by an individual, and up to $10,000 per year by a married couple filing jointly, are deductible in computing Connecticut taxable income, with a five-year carryforward of excess contributions.

How much can I contribute to a 529 plan in 2023?

Individuals may contribute as much as $85,000 to a 529 plan in 2023 ($80,000 in 2022) if they treat the contribution as if it were spread over a 5-year period.

Should I choose my state 529 plan?

Pick your home state plan if it offers fees under 0.50% or a state income tax break, and your child is in high school. Otherwise, choose the 529 plan with the best combination of high return on investment and low fees.

How to open a 529 college savings plan?

Here are the five steps to opening a 529 plan: Choose a 529 Plan. 529 plans are offered by administrators that are financial institutions through a state program. Determine the Type of 529 Plan Account. Complete the 529 Plan Application. Fund the 529 Plan. Choose Investments for the 529 Plan.

What expenses are allowed for Chet?

Connecticut taxpayers are eligible to receive a Connecticut income tax deduction of up to $10,000 on contributions made to CHET. 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.

What is the best 529 plan for Connecticut residents?

We recommend that Connecticut residents use the Connecticut Higher Education Trust (CHET) 529 plan due to the tax benefits, low fees, and plan investment options. We recommend that out-of-state residents utilize other plans.

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What is Hartford Funds CHET Advisor Account Application?

The Hartford Funds CHET Advisor Account Application is a form used by financial advisors to establish a Connecticut Higher Education Trust (CHET) account for clients, enabling them to save for educational expenses.

Who is required to file Hartford Funds CHET Advisor Account Application?

The application must be filed by financial advisors on behalf of their clients who wish to open a CHET account to save for higher education costs.

How to fill out Hartford Funds CHET Advisor Account Application?

To fill out the application, the advisor needs to provide the client's personal information, investment choices, and any required documentation as stipulated in the application instructions.

What is the purpose of Hartford Funds CHET Advisor Account Application?

The purpose of the application is to facilitate the establishment of a CHET account, allowing families to save for future educational expenses in a tax-advantaged manner.

What information must be reported on Hartford Funds CHET Advisor Account Application?

The application requires reporting personal details of the account owner and beneficiary, investment selections, contribution amounts, and any relevant financial information as dictated by the application guidelines.