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MFS 529 SAVINGS PLAN DISTRIBUTION AUTHORIZATION FORM For The MFS 529 Savings Plan1. Account Information Additional documentation may be required if the Account Owner is a trust, corporation, scholarship

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What is mfs 529 savings plan?

A mfs 529 savings plan is a tax-advantaged investment account designed to encourage saving for future education expenses.

Who is required to file mfs 529 savings plan?

Parents or legal guardians who want to save for their child's education typically open and contribute to a mfs 529 savings plan.

How to fill out mfs 529 savings plan?

To fill out a mfs 529 savings plan, you need to provide personal information, beneficiary details, investment selections, and contribution amounts.

What is the purpose of mfs 529 savings plan?

The purpose of a mfs 529 savings plan is to save and invest money specifically for future education expenses, with tax advantages to help reach your goals faster.

What information must be reported on mfs 529 savings plan?

You must report personal information, beneficiary details, investment selections, contribution amounts, and any other required information for tax reporting purposes.

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