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Next Gen 529 Series Change FormImportant information about transferring all account assets within Next Gen 529: Use this form to transfer assets between the Client Select Series and Client Direct

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How to fill out nextgen 529 client select

01

Log in to your NextGen 529 account

02

Navigate to the client select section

03

Review the options carefully and select the client you wish to manage

Who needs nextgen 529 client select?

01

Anyone who currently has a NextGen 529 account and needs to manage their clients or beneficiaries

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What is nextgen 529 client select?

Nextgen 529 client select is a tool used by clients to select investment options for their 529 savings plan.

Who is required to file nextgen 529 client select?

Clients who have a 529 savings plan are required to file nextgen 529 client select.

How to fill out nextgen 529 client select?

Nextgen 529 client select can be filled out online by logging into the client's account and following the prompts.

What is the purpose of nextgen 529 client select?

The purpose of nextgen 529 client select is to allow clients to choose the investment options that best fit their financial goals.

What information must be reported on nextgen 529 client select?

Clients must report their chosen investment options and any changes to their financial goals on nextgen 529 client select.

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