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Get the free CollegeAccess 529 Additional Investment Form CA7178 2.22.22 (new address margins).docx

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Additional Investment Form (Please Print in Black Ink)For assistance, please contact our CollegeAccess 529 Plan Investor Services at 8665297462, Monday through Thursday, 8:30am 6:00pm and until 5:00pm
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How to fill out collegeaccess 529 additional investment

01
Log in to your collegeaccess 529 account
02
Locate the section for additional investments
03
Enter the amount you wish to invest
04
Select the funding source for the additional investment
05
Confirm the transaction and review the details before finalizing

Who needs collegeaccess 529 additional investment?

01
Parents saving for their child's college education
02
Individuals looking to increase their investment in a tax-advantaged way
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CollegeAccess 529 additional investment refers to making additional contributions to a CollegeAccess 529 plan to help save for education expenses.
Individuals who have a CollegeAccess 529 account and want to contribute additional funds towards education expenses are required to file collegeaccess 529 additional investment.
To fill out collegeaccess 529 additional investment, individuals can log in to their CollegeAccess 529 account online and follow the prompts to make additional contributions.
The purpose of collegeaccess 529 additional investment is to allow account holders to save additional funds in their CollegeAccess 529 plan to cover education expenses.
The information that must be reported on collegeaccess 529 additional investment includes the amount of additional contribution, the account holder's details, and the purpose of the contribution towards education expenses.
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