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DO NOT STAPLE269515_ES_MIA_BY 0620-Page 1 of 3MI 529 Advisor PlanPayroll Direct Deposit Form The employee must be the Account Owner or the Custodian for a Minor. If you're updating your payroll contribution
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01
Gather the necessary information such as your personal details, beneficiary details, and investment preferences.
02
Choose a reputable advisor who offers the MI 529 Advisor Plan.
03
Fill out the application form provided by the advisor, providing all required information accurately.
04
Select your investment options based on your risk tolerance and investment goals.
05
Review and submit your completed application, ensuring all information is correct and up to date.

Who needs mi 529 advisor plan?

01
Parents who want to save for their child's higher education expenses.
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Grandparents or other family members who want to contribute to a child's education fund.
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Any individual who wants to take advantage of tax benefits while saving for educational costs.
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The MI 529 Advisor Plan is a tax-advantage savings plan designed to help individuals save for future education expenses.
Any individual looking to save for education expenses can file a MI 529 Advisor Plan.
You can fill out a MI 529 Advisor Plan by contacting a financial advisor or visiting the official MI 529 Advisor Plan website.
The purpose of the MI 529 Advisor Plan is to provide a tax-advantaged way for individuals to save for education expenses.
The MI 529 Advisor Plan typically requires information such as account holder details, beneficiary information, and investment options.
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