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Edvest College Savings Plan Transfer Among Investment Options Form Questions? Call toll-free 1.888.338.3789 Or write to the Plan at P.O. Box 55189 Boston, MA 02205-5189 Visit www.Edvest.com Instructions

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What is edvest college savings plan?

Edvest college savings plan is a tax-advantaged investment plan designed to help individuals save for higher education expenses.

Who is required to file edvest college savings plan?

Individuals who want to save for higher education expenses, such as parents, guardians, or students themselves, are required to file an edvest college savings plan.

How to fill out edvest college savings plan?

To fill out an edvest college savings plan, individuals must start by opening an account with a financial institution that offers the plan. They will then need to provide personal information, select investment options, and contribute money to the account.

What is the purpose of edvest college savings plan?

The purpose of edvest college savings plan is to help individuals save and invest money for higher education expenses, such as tuition, fees, books, and room and board.

What information must be reported on edvest college savings plan?

Information such as personal details, contributions made to the account, investment performance, and withdrawals for qualified education expenses must be reported on an edvest college savings plan.

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