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FIDELITY ARIZONA COLLEGE SAVINGS
PLAN (529 PLAN) ACCOUNT APPLICATION
Please complete this application to establish a 529 Plan account with Fidelity Investments. One application must
be submitted for
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How to fill out fidelity arizona college savings

How to fill out fidelity arizona college savings
01
To fill out Fidelity Arizona College Savings, follow these steps:
02
Access the Fidelity Arizona College Savings website.
03
Click on the 'Open an Account' button.
04
Select the type of account you want to open (e.g., Individual, Custodial, etc.).
05
Provide the required personal information, including your name, address, and Social Security number.
06
Choose a funding method and enter the necessary details.
07
Review all the provided information and make sure it is accurate.
08
Agree to the terms and conditions.
09
Submit your application.
10
Wait for the confirmation and further instructions from Fidelity.
11
Once your account is set up, you can start making contributions and managing your Arizona college savings.
Who needs fidelity arizona college savings?
01
Fidelity Arizona College Savings is beneficial for anyone who wants to save money for their education expenses in Arizona. It is particularly relevant for:
02
- Parents who wish to save for their child's college education.
03
- Students who want to start saving for their own education costs.
04
- Arizona residents who want to take advantage of tax benefits associated with the program.
05
- Individuals who need a dedicated savings vehicle for education expenses in Arizona.
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What is fidelity arizona college savings?
Fidelity Arizona College Savings is a tax-advantaged savings plan designed to help individuals and families save for education expenses.
Who is required to file fidelity arizona college savings?
Any individual or family looking to save for education expenses can open and contribute to a fidelity arizona college savings account.
How to fill out fidelity arizona college savings?
To fill out fidelity arizona college savings, individuals can open an account online or through a financial advisor, and then make contributions and select investment options.
What is the purpose of fidelity arizona college savings?
The purpose of fidelity arizona college savings is to provide a tax-advantaged way for individuals and families to save for education expenses, such as tuition, books, and room and board.
What information must be reported on fidelity arizona college savings?
Information such as contributions, withdrawals, and investment earnings must be reported on fidelity arizona college savings.
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