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Oklahoma College Savings Plan
Payroll Deduction Form
Uses this form to establish or modify Payroll Deduction
Questions? Call toll-free 1-877-654-7284
P.O. Box 8193, Boston, MA 02266-8193
Visit www.ok4saving.org
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What is contingent account owner optional?
Contingent account owner optional refers to an optional designation of an individual who may have ownership rights to an account in the event of the primary account owner's death.
Who is required to file contingent account owner optional?
Filing contingent account owner optional is typically done by the primary account holder who wants to designate a secondary individual to have ownership rights in the future.
How to fill out contingent account owner optional?
Contingent account owner optional can usually be filled out by completing a form provided by the financial institution or account manager.
What is the purpose of contingent account owner optional?
The purpose of contingent account owner optional is to ensure a smooth transition of ownership in case of the primary account holder's death or incapacitation.
What information must be reported on contingent account owner optional?
The information that must be reported on contingent account owner optional typically includes the name, contact information, and relationship of the designated contingent account owner.
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