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Individual Account. I am opening a new 529 plan Account. UGMA/UTMA Account. I am opening this Account with assets liquidated from an UGMA/UTMA custodial account. F. ayroll direct deposit. If you want to make contributions to your CollegeChoice Advisor Account directly as a payroll direct P deposit you must contact your employer s payroll office to verify that you can participate. Payroll direct deposit contributions will not be made to your CollegeChoice Advisor Account until you have...
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The CollegeChoice Advisor 529 forms are required documents used to report contributions, withdrawals, and other transactions related to a 529 college savings plan.
Account owners or beneficiaries of a CollegeChoice Advisor 529 plan are required to file the forms.
The forms can be filled out online or by mail, and individuals must provide details about contributions, withdrawals, and investment details.
The purpose of the forms is to track and report financial transactions related to a 529 college savings plan.
Information such as contributions, withdrawals, investment earnings, and changes in beneficiary details must be reported on the forms.
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