Get the free SMART529 Broker Dealer Change Form - Hartford Funds

DO NOT STAPLE URIAH MKT7500 BD INTERCHANGE 0513-Page 1 of 2 The Hartford SMART529 THE HARTFORD SMART529 Broker Dealer Change Request Form Offered by the West Virginia College Prepaid Tuition and Savings

How to fill out smart529 broker dealer change

How to fill out smart529 broker dealer change:

1. Visit the official website of smart529 and locate the broker dealer change form. This form can usually be found in the "Account Forms" or "Change Request" section.
2. Download or print out the broker dealer change form.
3. Fill in your personal information, such as your name, address, and contact details. This will help the smart529 team identify your account.
4. Locate the section on the form that asks for the current broker dealer information. Fill in the details of your current broker dealer, including their name, address, and contact information.
5. In the next section, provide the information for the new broker dealer that you would like to switch to. This includes their name, address, and contact information.
6. Indicate whether you would like to transfer all of your smart529 investments to the new broker dealer or if you only want to transfer a portion of your investments.
7. Sign and date the form at the bottom to confirm that the information you provided is accurate.
8. Submit the completed form to the smart529 office according to the instructions provided. This may involve mailing the form or submitting it electronically through their website.

Who needs smart529 broker dealer change:

1. Individuals who are currently using a broker dealer for their smart529 investments and wish to switch to a different broker dealer.
2. Investors who are not satisfied with the services or performance of their current broker dealer and want to explore other options.
3. People who have found a new broker dealer that offers better investment opportunities, lower fees, or improved customer service and want to take advantage of these benefits.
4. Parents or guardians who have experienced a change in their financial circumstances or investment goals and want to work with a different broker dealer that aligns better with their new situation.
5. Anyone who has conducted thorough research and identified a broker dealer that they believe will better meet their needs as they work towards their long-term financial goals.

For pdfFiller’s FAQs

What is smart529 broker dealer change?

Smart529 broker dealer change refers to the process of changing the broker dealer associated with a Smart529 account.

Who is required to file smart529 broker dealer change?

The account holder or authorized individual is required to file a smart529 broker dealer change.

How to fill out smart529 broker dealer change?

To fill out a smart529 broker dealer change, the account holder must contact the Smart529 program administrator and follow their specific instructions and requirements.

What is the purpose of smart529 broker dealer change?

The purpose of a smart529 broker dealer change is to ensure that the account holder has the option to work with a different broker dealer for their Smart529 account.

What information must be reported on smart529 broker dealer change?

The information required to be reported on a smart529 broker dealer change typically includes the new broker dealer information, account holder details, and authorization for the change.

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