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ES_IND_ROR_121523 Page 1 of 3DO NOT STAPLECollegeChoice529 Direct Savings PlanCollegeChoice 529 Direct Savings PlanDirect Rollover Out to Roth IRA Form Complete this form to initiate a direct rollover
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The CollegeChoice 529 plan is a tax-advantaged savings plan designed to help families save for future college costs. It offers various investment options and tax benefits.
Individuals who wish to take advantage of the CollegeChoice 529 plan for saving for college expenses may need to file relevant forms, typically the account holder who is managing the plan.
To fill out the application for the CollegeChoice 529 plan, you'll need to provide personal information, choose your investment options, and designate a beneficiary.
The purpose of the CollegeChoice 529 plan is to provide a tax-advantaged way for families to save for higher education expenses, helping to make college more affordable.
Information that needs to be reported includes account holder details, beneficiary information, contributions made, and any withdrawals taken for qualified education expenses.
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