Get the free CollegeChoice 529 Direct Savings Plan Beneficiary Change Form

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CSI ND 02455C 0117-Page 1 of 4 DO NOT STAPLE CollegeChoice 529 Direct Savings Plan Beneficiary Change Form Complete this form if you are transferring to a new Beneficiary all or part of the balance

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How to fill out collegechoice 529 direct savings

01

Step 1: Gather all the necessary documents such as your social security number, bank account information, and the beneficiary's information.

02

Step 2: Visit the official website of CollegeChoice 529 Direct Savings and log in to your account. If you don't have an account, you will need to create one.

03

Step 3: Navigate to the 'Contribute' section and select the '529 Direct Savings' option.

04

Step 4: Fill out the required fields with accurate information. This may include the beneficiary's personal details, your contribution amount, and the frequency of contributions.

05

Step 5: Choose your preferred payment method and enter the necessary payment details.

06

Step 6: Review all the provided information carefully and ensure its accuracy.

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Step 7: Click on the 'Submit' button to finalize your contribution.

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Step 8: Keep track of your contributions and manage your CollegeChoice 529 Direct Savings account regularly.

Who needs collegechoice 529 direct savings?

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Parents or legal guardians who want to save for their child's higher education

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Students who wish to save money for their own college expenses

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Anyone who wants to take advantage of tax benefits associated with college savings

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Individuals who have long-term educational goals and want to start saving early

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Families who want to ensure financial security for their children's educational future

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