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2023 WHEN I GROW UP ESSAY CONTEST A Program of the West Virginia State Treasurers Officer child could contest CONSISTENTLY ENTRYFORM FORM$5,000Entries must be postmarked by February 24, 2023. Entries

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How to fill out smart529 when i grow

01

Visit the Smart529 website or contact a financial advisor to learn more about the plan

02

Gather all necessary personal information such as social security number, date of birth, and citizenship status

03

Decide on a contribution amount and frequency that aligns with your financial goals

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Choose investment options that best suit your risk tolerance and investment timeline

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Fill out the required forms accurately and submit them along with any required documentation

06

Monitor your account regularly and make adjustments as needed to stay on track towards your savings goals

Who needs smart529 when i grow?

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Individuals who want to save for higher education expenses for themselves or a loved one

02

Parents who want to start saving for their child's future education costs

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Students who plan on attending college or other eligible educational institutions and want to start saving early

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Anyone looking for a tax-advantaged way to save for education expenses

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What is smart529 when i grow?

Smart529 is a college savings plan that allows funds to grow tax-deferred and be withdrawn tax-free when used for qualified education expenses.

Who is required to file smart529 when i grow?

Parents, guardians, or individuals looking to save for a child's education are typically the ones who open and contribute to a Smart529 account.

How to fill out smart529 when i grow?

To fill out Smart529, you will need to open an account with the plan provider and then contribute funds periodically to the account.

What is the purpose of smart529 when i grow?

The purpose of Smart529 is to help individuals save money for a child's education expenses, such as tuition, books, and room and board.

What information must be reported on smart529 when i grow?

Information such as the account holder's personal details, contribution amounts, investment choices, and beneficiary information must be reported on Smart529.

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