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707105_ES_ARA 0122-Page 1 of 2BRIGHTER FUTURE ADVISOR PRE-COLLEGE SAVINGS PROFILE Worksheet Clients NameDateStreet Address CityStateHome Phone Mobile PhoneZipEmail address About The BeneficiariesBeneficiary
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How to fill out college savings profileworksheet

01
Gather all necessary financial documents such as income statements, tax returns, and asset information.
02
Determine your child's current age and projected college start date.
03
Estimate the total cost of college education including tuition, room and board, and other expenses.
04
Calculate the amount you can contribute to your child's college savings on a regular basis.
05
Fill out the college savings profileworksheet with the information collected in the previous steps.

Who needs college savings profileworksheet?

01
Parents who want to save for their child's college education.
02
Guardians or family members responsible for funding a child's college expenses.
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It is a document that helps individuals save for their child's college education by outlining their savings goals and tracking progress.
Any individual who wants to save for their child's college education can choose to fill out a college savings profileworksheet.
To fill out the college savings profileworksheet, individuals can input information such as their child's projected college expenses, current savings, and desired savings goals.
The purpose of the college savings profileworksheet is to help individuals plan and track their savings for their child's college education.
Information such as projected college expenses, current savings, desired savings goals, and any additional contributions or scholarships should be reported on the college savings profileworksheet.
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