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Change of Ownership Form For assistance, please contact our CollegeAccess 529 Plan Investor Services at 8665297462, Monday through Thursday, 8:30am 6:00pm and until 5:00pm on Friday, or visit our

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How to fill out collegeaccess 529 plan disclosure

01

Obtain the collegeaccess 529 plan disclosure form from the appropriate financial institution.

02

Read through the form carefully, paying attention to all instructions and sections that need to be completed.

03

Fill out your personal information accurately, including your name, address, date of birth, and social security number.

04

Provide information about the beneficiary of the 529 plan, including their name, address, and social security number.

05

Indicate how much you would like to contribute to the 529 plan and how often you plan to make contributions.

06

Sign and date the form to certify that all information provided is accurate.

07

Submit the completed form to the financial institution for processing.

Who needs collegeaccess 529 plan disclosure?

01

Anyone interested in saving for college expenses for themselves or a family member can benefit from the collegeaccess 529 plan disclosure.

02

It is especially useful for parents, guardians, or other relatives looking to invest in a tax-advantaged way to fund future education costs.

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What is collegeaccess 529 plan disclosure?

Collegeaccess 529 plan disclosure is a document that outlines important information about the 529 plan including investment options, fees, and rules.

Who is required to file collegeaccess 529 plan disclosure?

The financial institution managing the collegeaccess 529 plan is required to file the disclosure.

How to fill out collegeaccess 529 plan disclosure?

To fill out the collegeaccess 529 plan disclosure, the financial institution must provide accurate information about the plan's offerings and terms.

What is the purpose of collegeaccess 529 plan disclosure?

The purpose of collegeaccess 529 plan disclosure is to ensure transparency and provide investors with information to make informed decisions about the plan.

What information must be reported on collegeaccess 529 plan disclosure?

Information such as investment options, fees, expenses, and rules of the 529 plan must be reported on the disclosure.

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