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Update FormReturn This Form to:Overnight Mail:CollegeCounts 529 Fund P.O. Box 85290 Lincoln, NE 68501CollegeCounts 529 Fund 3606 South 48th Street Lincoln, NE 68506If you have questions, please call
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How to fill out college counts advisor update

01
Start by logging into your college counts advisor account.
02
Navigate to the update section.
03
Fill out the required fields such as student name, ID, and contact information.
04
Provide any updated academic information, including courses taken and grades received.
05
Indicate any changes to the student's personal information, such as address or phone number.
06
Make sure to include any additional comments or notes that may be relevant.
07
Review the information for accuracy and completeness.
08
Submit the update for processing.

Who needs college counts advisor update?

01
College counselors and advisors who need to provide updated information about their students to the College Counts program.
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The college counts advisor update is a process that allows financial advisors and educational institutions to report and update information related to student financial aid and college savings accounts.
Financial advisors and representatives from educational institutions managing or overseeing college savings accounts are required to file the college counts advisor update.
To fill out the college counts advisor update, complete the designated forms provided for the update, gather necessary financial and personal information related to the accounts, and submit it according to the provided guidelines.
The purpose of the college counts advisor update is to ensure accurate and timely reporting of financial information that impacts students' college savings and financial aid eligibility.
The update must report information such as account balances, contributions made, withdrawals, beneficiary names, and any changes in account management or ownership.
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