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ES_OHD_WD_112022-Page 1 of 6DO NOT STAPLEOhios 529 College AdvantageCollegeAdvantage Direct 529 Savings PlanWithdrawal Request Form Complete this form to request a full or partial qualified or nonqualified
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How to fill out 529 college savings plan

01
Research and compare different 529 college savings plans available in your state.
02
Decide on the right plan based on factors like investment options, fees, and tax benefits.
03
Gather the necessary documents such as social security numbers of both the account holder and the beneficiary.
04
Fill out the application form with accurate information.
05
Decide on the contribution amount and frequency of contributions.
06
Set up automatic contributions if possible for convenience.
07
Review the plan periodically and make adjustments as needed.

Who needs 529 college savings plan?

01
Parents who want to save for their child's college education expenses.
02
Grandparents or other family members who want to help contribute to a child's college fund.
03
Anyone looking for a tax-advantaged way to save for future education expenses.
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A 529 college savings plan is a tax-advantaged investment account designed to encourage saving for future education expenses.
Parents, grandparents, or anyone looking to save for a child's education can open and contribute to a 529 college savings plan.
To fill out a 529 college savings plan, you need to choose a plan, decide on the investment options, and provide personal information.
The purpose of a 529 college savings plan is to help families save and invest for future education expenses, such as tuition, books, and room and board.
The 529 college savings plan requires information such as the account holder's personal details, beneficiary's information, and the investment options chosen.
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