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ABLE_MI_RO_032223-Page 1 of 4DO NOT STAPLEMiABLEIncoming Rollover Form Use this form to initiate a rollover from another qualified ABLE or 529 plans to an existing Viable account. (If you have not

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How to fill out nextgen 529 client direct

01

Visit the NextGen 529 website and locate the Client Direct section.

02

Create an account or log in to your existing account.

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Follow the instructions to fill out the required fields with your personal information, including your name, address, and Social Security number.

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Choose your investment options and contribution amounts.

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Review your selections and submit your application.

Who needs nextgen 529 client direct?

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Parents looking to save for their child's education

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Anyone wanting to invest in a 529 plan for education expenses

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What is nextgen 529 client direct?

Nextgen 529 client direct is a platform that allows clients to directly manage their 529 investment accounts.

Who is required to file nextgen 529 client direct?

Clients who have 529 investment accounts are required to file nextgen 529 client direct.

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What is the purpose of nextgen 529 client direct?

The purpose of nextgen 529 client direct is to provide clients with a convenient way to manage their 529 investment accounts.

What information must be reported on nextgen 529 client direct?

Clients must report their investment activities, contributions, and withdrawals on nextgen 529 client direct.

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