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CS PAG 05044B 0318-Page 1 of 12Pennsylvania 529 Guaranteed Savings PlanServices for Your Account By completing this form, you can make the following changes to your account: Change your name, address,

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Individuals who have an account on our platform and require specific services related to their account.

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What is services for your account?

Services for your account refer to any transactions, activities, or tasks carried out on behalf of your account.

Who is required to file services for your account?

Anyone who manages or has access to your account may be required to file services for your account.

How to fill out services for your account?

You can fill out services for your account by documenting and detailing all the transactions and activities related to your account.

What is the purpose of services for your account?

The purpose of services for your account is to track and monitor all actions and decisions made on behalf of your account.

What information must be reported on services for your account?

You must report all transactions, activities, and tasks related to your account, including dates, amounts, and descriptions.

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