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ES_OHD_POA_112022-Page 1 of 3DO NOT STAPLEOhios 529 College AdvantageCollegeAdvantage Direct 529 Savings Manpower of Attorney Complete this form to designate a Financial Advisor (as defined in the

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How to fill out collegechoice advisor 529 savings

01

Gather all necessary information such as your personal details, contact information, social security number, and financial information.

02

Log in to your CollegeChoice Advisor 529 Savings account or create a new one if you don't have an account already.

03

Navigate to the section for making contributions or setting up automatic contributions.

04

Fill out the required fields with the amount you wish to contribute, frequency of contributions, and payment method.

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Review the information entered for accuracy and submit the contribution.

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Keep track of your contributions and monitor your account regularly for any updates or changes.

Who needs collegechoice advisor 529 savings?

01

Parents who want to save for their children's college education expenses.

02

Students who want to start saving for their own college education expenses.

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Individuals who want to take advantage of tax-advantaged savings for higher education costs.

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What is collegechoice advisor 529 savings?

CollegeChoice Advisor 529 Savings Plans are tax-advantaged education savings plans sponsored by the state of Indiana.

Who is required to file collegechoice advisor 529 savings?

Parents, grandparents, or anyone looking to save for a child's education can open and contribute to a CollegeChoice Advisor 529 Savings Plan.

How to fill out collegechoice advisor 529 savings?

To fill out a CollegeChoice Advisor 529 Savings Plan, you will need to provide personal information, choose investment options, and decide on contribution amounts.

What is the purpose of collegechoice advisor 529 savings?

The purpose of a CollegeChoice Advisor 529 Savings Plan is to save for a child's education expenses in a tax-advantaged way.

What information must be reported on collegechoice advisor 529 savings?

You must report personal information, contribution amounts, and investment choices on a CollegeChoice Advisor 529 Savings Plan.

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