Hartford Funds CHET Advisor Account Application 2019-2025 free printable template

DO NOT STAPLE ESCHETEN091901 1019 Page 1 of 12 CHET ADVISOR Questions Customer Service 1. 877. 407. Chetadvisor. com AN ADVISOR-SOLD PLAN MANAGED BY THE HARTFORD 529 College Savings Program Connecticut Higher Education Trust Account Application CHET Advisor is administered by the Treasurer of the State of Connecticut as the Trustee of the Connecticut Higher Education Trust Program and Hartford Funds Management Company LLC serves as Plan manager. Residency of the Account Owner To be eligible...

How to fill out advisor chet 1 form

How to fill out Hartford Funds CHET Advisor Account Application

1. Obtain the Hartford Funds CHET Advisor Account Application form from the official website or your financial advisor.
2. Fill in your personal information, including your name, address, and contact details.
3. Provide information about your financial goals, investment objectives, and risk tolerance.
4. Include details about your income, employment, and investment experience as required.
5. Review the application for completeness and accuracy.
6. Sign and date the application form.
7. Submit the completed form to your financial advisor or directly to Hartford Funds.

Who needs Hartford Funds CHET Advisor Account Application?

1. Individuals or families looking to invest for education savings in Connecticut.
2. Financial advisors assisting clients with setting up education savings accounts.
3. Parents or guardians planning for their children’s future educational expenses.

People Also Ask about chet advisor application

Are 529 plans deductible in CT?

State tax deduction or credit for contributions: Contributions to a Connecticut 529 plan of up to $5,000 per year by an individual, and up to $10,000 per year by a married couple filing jointly, are deductible in computing Connecticut taxable income, with a five-year carryforward of excess contributions.

How much can I contribute to a 529 plan in 2023?

Individuals may contribute as much as $85,000 to a 529 plan in 2023 ($80,000 in 2022) if they treat the contribution as if it were spread over a 5-year period.

Should I choose my state 529 plan?

Pick your home state plan if it offers fees under 0.50% or a state income tax break, and your child is in high school. Otherwise, choose the 529 plan with the best combination of high return on investment and low fees.

How to open a 529 college savings plan?

Here are the five steps to opening a 529 plan: Choose a 529 Plan. 529 plans are offered by administrators that are financial institutions through a state program. Determine the Type of 529 Plan Account. Complete the 529 Plan Application. Fund the 529 Plan. Choose Investments for the 529 Plan.

What expenses are allowed for Chet?

Connecticut taxpayers are eligible to receive a Connecticut income tax deduction of up to $10,000 on contributions made to CHET. Use the funds for a wide range of college expenses at accredited schools nationwide—plus tuition expenses for K–12th grade, certain apprenticeship costs, and student loan repayments.

What is the best 529 plan for Connecticut residents?

We recommend that Connecticut residents use the Connecticut Higher Education Trust (CHET) 529 plan due to the tax benefits, low fees, and plan investment options. We recommend that out-of-state residents utilize other plans.

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What is Hartford Funds CHET Advisor Account Application?

The Hartford Funds CHET Advisor Account Application is a form used to establish an account with Hartford Funds for the Connecticut Higher Education Trust (CHET), tailored for financial advisors managing client investments.

Who is required to file Hartford Funds CHET Advisor Account Application?

Financial advisors who are managing accounts for clients interested in the Hartford Funds CHET must file the Hartford Funds CHET Advisor Account Application.

How to fill out Hartford Funds CHET Advisor Account Application?

To fill out the Hartford Funds CHET Advisor Account Application, advisors should complete the required fields, providing client information, investment preferences, and signatures as necessary, following the provided instructions on the form.

What is the purpose of Hartford Funds CHET Advisor Account Application?

The purpose of the Hartford Funds CHET Advisor Account Application is to facilitate the process of acquiring or managing educational savings accounts for clients, enabling them to invest in the CHET program.

What information must be reported on Hartford Funds CHET Advisor Account Application?

The Hartford Funds CHET Advisor Account Application requires reporting of personal client information, including identification details, investment choices, financial advisor credentials, and any pertinent terms and conditions.