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ES_ARA_WD_012722-Page 1 of 3DO NOT STAPLEBrighter Future 529 Advisor PlanBrighter Future Advisor PlanWithdrawal Request Form Complete this form to request a full or partial qualified or nonqualified

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What is brighter future advisor plan?

Brighter Future Advisor Plan is a financial planning tool designed to help individuals and families achieve their long-term financial goals.

Who is required to file brighter future advisor plan?

Financial advisors, wealth managers, and individuals offering financial planning services are required to file a Brighter Future Advisor Plan.

How to fill out brighter future advisor plan?

To fill out a Brighter Future Advisor Plan, one must provide information on current financial status, investment goals, risk tolerance, and long-term financial objectives.

What is the purpose of brighter future advisor plan?

The purpose of a Brighter Future Advisor Plan is to help individuals and families create a roadmap towards achieving their financial goals and secure their future.

What information must be reported on brighter future advisor plan?

Information such as current assets, liabilities, income, expenses, investment portfolio, retirement savings, and future financial goals must be reported on a Brighter Future Advisor Plan.

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