Bright Directions Withdrawal Request Form 2025 free printable template
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Withdrawal Request Form You can also request a withdrawal online at BrightDirections.com1.Return this Form to: Bright Directions College Savings Program P.O. Box 82623 Lincoln, NE 68501Overnight Mail:
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People Also Ask about
What is the bright directions advisor in Illinois?
The Illinois Bright Directions Advisor-Guided 529 College Savings Program, sold through brokers and fee-based financial advisors, features an extensive multi-manager platform offering a large number of age-based, static multi-fund, and individual-fund options.
What is the bright directions contribution?
Your Bright Directions contributions are made with after-tax dollars and earnings grow federally and state tax-deferred while invested. So you don't have to pay taxes on any earnings while in the Program. Any investment growth is yours to use for college expenses.
What is Bright Directions Target fund 100?
Fund 100 is the most aggressive of the Target Portfolios and seeks maximum capital appreciation by investing approximately 95% of its net assets in a broad range of U.S. and international equity investment funds. The remaining 5% of its net assets are invested in real estate investment funds.
What is the difference between bright directions and bright start in Illinois?
The Treasurer serves as the trustee of two Illinois 529 college savings plans. Bright Start is a direct plan that individuals can sign up for and manage on their own, while Bright Directions is a plan that can be accessed through a financial advisor.
What is the maximum contribution to bright directions?
Contributions are deductible up to $10,000 per year ($20,000 if married filing jointly). You can also deduct the contribution portion (but not the earnings portion) of a rollover from another state's 529 plan.
What is the maximum contribution to bright directions?
There is a $500,000 contribution limit for each beneficiary.
What is the fee structure of Bright Directions?
There is no annual account fee. The Portfolios have a 0.14% program management fee and 0.03% state fee, plus each Portfolio also indirectly bears its pro rata share of the fees and expenses of each of the Underlying Investments.
What is the bright directions fund 40?
The Fund 40 Investment Option invests in a combination of Domestic Equity, International Equity, Real Estate, and Fixed Income investments in order to seek long-term growth with the potential to earn income.
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