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ES_WID_AF_031323-Page 1 of 5DO NOT STAPLEEdvest 529 Your Partner in Saving for Higher EducationEdvest College Savings PlanAccount Features Form Uses this form to add, change, or delete Recurring Contributions
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How to fill out collegechoice advisor 529 savings

01
Gather all the necessary documents such as personal information, social security number, and bank information.
02
Go to the CollegeChoice Advisor website and create an account or log in to your existing account.
03
Navigate to the 529 savings section and select 'Open an Account'.
04
Fill out the required fields with accurate information, including the beneficiary's details and funding options.
05
Submit the application and wait for confirmation of your new CollegeChoice Advisor 529 savings account.

Who needs collegechoice advisor 529 savings?

01
Parents who want to start saving for their child's higher education expenses.
02
Individuals looking for a tax-advantaged way to save for college tuition and expenses.
03
Families planning ahead for the costs of higher education.
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CollegeChoice Advisor 529 Savings Plan is a tax-advantaged college savings plan designed to help families save for education expenses.
Any individual or family looking to save for education expenses can open and contribute to a CollegeChoice Advisor 529 Savings Plan.
To fill out a CollegeChoice Advisor 529 Savings Plan, individuals can visit the official website or contact a financial advisor for assistance.
The purpose of CollegeChoice Advisor 529 Savings Plan is to provide a tax-advantaged investment vehicle for families to save money for education expenses.
Information such as contributions, withdrawals, and changes to beneficiary details must be reported on a CollegeChoice Advisor 529 Savings Plan.
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