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Rowe Price Instl. Large-Cap Growth 529 Portfolio William Blair Mid Cap Growth 529 Portfolio Ariel Fund 529 Portfolio Delaware Small Cap Core 529 Portfolio Harbor Small Cap Growth Opportunities 529 Portfolio Real Estate Voya Global Real Estate 529 Portfolio Socially Responsible Calvert Equity 529 Portfolio Causeway Emerging Markets 529 Portfolio continued from previous page If you ve checked box C the following Portfolios are available in Fee Structure F Accounts ONLY V anguard Short-Term Bond...
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How to fill out bright directions enrollment form
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01
Read the instructions on the enrollment form carefully.
02
Gather all the necessary documents and information needed to complete the form.
03
Start by filling out your personal information like name, address, contact details, and social security number.
04
Provide information about your child, including their name, date of birth, and social security number.
05
Fill in the section regarding your chosen investment option and contribution amount.
06
If applicable, provide details about any special needs or beneficiary designations.
07
Review the completed form for accuracy and make any necessary corrections.
08
Sign and date the enrollment form.
09
Submit the form by mail or online as per the instructions provided.
Who needs bright directions enrollment form?
01
Parents or legal guardians who wish to enroll their child in Bright Directions, a specific education savings program.
02
Families who want to start saving for their child's future education expenses and take advantage of tax benefits.
03
Individuals who want to invest in a tax-advantaged savings account for educational purposes.
04
Those who are looking for a way to financially plan for their child's educational needs.
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What is bright directions enrollment form?
The Bright Directions enrollment form is a document used to register for an education savings account program in the state of Illinois.
Who is required to file bright directions enrollment form?
Parents or legal guardians who want to open an account for a child are required to file the Bright Directions enrollment form.
How to fill out bright directions enrollment form?
To fill out the Bright Directions enrollment form, you will need to provide basic information about the account holder and beneficiary, as well as select investment options.
What is the purpose of bright directions enrollment form?
The purpose of the Bright Directions enrollment form is to establish an education savings account to help families save for qualified education expenses.
What information must be reported on bright directions enrollment form?
The Bright Directions enrollment form will require information such as name, address, social security number, and investment preferences.
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