Get the free ScholarShare College Savings Plan Account Application for a Custodial Account
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Use this form to open a new Plan Account under UGMA/UTMA for educational savings. Complete required sections for both the custodian and the minor beneficiary, and provide necessary documentation for
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How to fill out scholarshare college savings plan
How to fill out ScholarShare College Savings Plan Account Application for a Custodial Account
01
Visit the ScholarShare College Savings Plan website.
02
Download the Custodial Account Application form.
03
Fill in the application details, including the child's information.
04
Provide the custodian's information (typically a parent or guardian).
05
Specify the contributions and investment options.
06
Sign the application and include any required documentation.
07
Submit the completed application form via mail or online as instructed.
Who needs ScholarShare College Savings Plan Account Application for a Custodial Account?
01
Parents who want to save for their child's education.
02
Guardians managing funds for a minor's education.
03
Anyone looking to take advantage of tax benefits for education savings.
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People Also Ask about
How much is $100 a month in a 529 for 18 years?
If you want the gains tax free for college, keep investing in the 529. If you want the gains for other things later in life for kid, use the custodial account.
How to open a 529 plan for child?
You can open an account for a future child or newborn who has not yet been assigned an SSN. In order to open a 529 account you need a minimum of two things: A valid social security number or tax identification for the account owner and beneficiary A permanent US address.
Can you fund a 529 from a custodial account?
While you can't roll over custodial account assets into a 529 account, you can cash out and reinvest the proceeds in a custodial 529 savings plan for the same minor.
Can you have a 529 and custodial account?
Because custodial assets are irrevocable gifts, the minor will be the 529 account owner and beneficiary, and you will be the responsible individual on the account. When the minor reaches legal adulthood (the age varies by state, but it's typically age 18), the minor will have full control of the account.
Can I transfer money from a custodial account to a 529?
While you can't roll over custodial account assets into a 529 account, you can cash out and reinvest the proceeds in a custodial 529 savings plan for the same minor.
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What is ScholarShare College Savings Plan Account Application for a Custodial Account?
The ScholarShare College Savings Plan Account Application for a Custodial Account is a form used to open a savings account designated for a minor's educational expenses, managed by an adult custodian.
Who is required to file ScholarShare College Savings Plan Account Application for a Custodial Account?
An adult custodian, typically a parent or guardian, is required to file the ScholarShare College Savings Plan Account Application for a Custodial Account on behalf of the minor beneficiary.
How to fill out ScholarShare College Savings Plan Account Application for a Custodial Account?
To fill out the application, the custodian must provide personal information about themselves and the minor, including social security numbers, contact information, and details about the initial contribution.
What is the purpose of ScholarShare College Savings Plan Account Application for a Custodial Account?
The purpose of the application is to formally establish a custodial account dedicated to saving for a minor's future higher education costs, while taking advantage of tax benefits associated with such accounts.
What information must be reported on ScholarShare College Savings Plan Account Application for a Custodial Account?
The application must report the custodian's and the minor's identification details, including names, addresses, dates of birth, social security numbers, and the investment choices for the account.
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