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ES_NMA_WD_091523-Page 1 of 4DO NOT STAPLEScholars Edge 529Scholars EdgeWithdrawal Request Form Use this form to request a full or partial Qualified Withdrawal, Unqualified Withdrawal or Indirect Rollover
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How to fill out nextgen 529 client direct

01
Visit the NextGen 529 website and log in to your account.
02
Select the 'Client Direct' option from the menu.
03
Fill out the required fields with your personal information, including your name, address, social security number, and account details.
04
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Once submitted, you should receive a confirmation email with details about your Client Direct account.

Who needs nextgen 529 client direct?

01
Parents who want to save for their child's education
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Individuals looking for a tax-advantaged way to save for future educational expenses
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Anyone interested in investing in a 529 plan for themselves or a loved one
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Nextgen 529 client direct is a platform that allows clients to directly manage their investments in a 529 college savings plan.
Clients who have a 529 college savings plan through Nextgen and wish to manage their investments directly.
Clients can log in to their Nextgen account online and fill out the necessary forms and information to manage their investments.
The purpose of nextgen 529 client direct is to give clients more control and direct access to manage their investments in a 529 college savings plan.
Clients must report their investment decisions, contributions, withdrawals, and any changes to their personal information.
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