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529 Plan Account Application CollegeAmericaPERSHING ADVISOR SOLUTIONS LLCCollegeAmerica is sponsored by the Virginia College Savings Plans, managed by American Funds. Account Number STEP 1. ACCOUNT

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What is 529 plan account application?

A 529 plan account application is a form that needs to be filled out in order to open a 529 college savings plan account for a beneficiary.

Who is required to file 529 plan account application?

The account owner or the beneficiary's legal guardian is required to file the 529 plan account application.

How to fill out 529 plan account application?

To fill out a 529 plan account application, you typically need to provide basic information about the account owner, beneficiary, and choose investment options.

What is the purpose of 529 plan account application?

The purpose of a 529 plan account application is to establish a tax-advantaged college savings plan for the beneficiary's higher education expenses.

What information must be reported on 529 plan account application?

Information such as the account owner's personal details, beneficiary's information, investment preferences, and funding sources must be reported on a 529 plan account application.

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