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SOLD 05067G 0418-Page 1 of 2DO NOT STAPLECollegeAdvantage Direct 529 Savings PlanPayroll Deduction Form Complete this form to start, change, or stop payroll deduction instructions on your existing

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What is collegeadvantage direct 529 savings?

CollegeAdvantage Direct 529 Savings is a tax-advantaged savings plan designed to help individuals save for future higher education expenses.

Who is required to file collegeadvantage direct 529 savings?

Any individual who wants to save for higher education expenses and take advantage of tax benefits can open and contribute to a CollegeAdvantage Direct 529 Savings account.

How to fill out collegeadvantage direct 529 savings?

To fill out a CollegeAdvantage Direct 529 Savings account, individuals need to open an account online or through a financial advisor, choose investment options, and make contributions.

What is the purpose of collegeadvantage direct 529 savings?

The purpose of CollegeAdvantage Direct 529 Savings is to help individuals save and invest for higher education expenses, such as tuition, room and board, and books.

What information must be reported on collegeadvantage direct 529 savings?

Individuals must report contributions, investment gains, withdrawals, and the beneficiary's information on their CollegeAdvantage Direct 529 Savings account.

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