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Add a Trusted Contact For assistance, please contact our CollegeAccess 529 Plan Investor Services at 8665297462, Monday through Thursday, 8:30am 6:00pm and until 5:00pm on Friday, or visit our website
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How to fill out collegeaccess-529-account-application-f-units

01
Go to the official website of the CollegeAccess 529 Plan.
02
Locate the application form for account opening.
03
Fill out the necessary personal information such as name, address, date of birth, etc.
04
Provide information about the beneficiary of the account if it is different from the account holder.
05
Choose the investment options and specify the number of units you wish to purchase.
06
Review the information provided and make sure all sections are filled out accurately.
07
Submit the completed form either online or by mail as per the instructions provided.

Who needs collegeaccess-529-account-application-f-units?

01
Individuals who are planning to save for their or someone else's higher education expenses can benefit from filling out the CollegeAccess 529 Account Application for Units.
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collegeaccess-529-account-application-f-units is a form used to apply for units in a 529 college savings plan.
Parents or legal guardians who wish to open a college savings account for a child are required to file this form.
The form can be filled out online or submitted through mail, providing all required information about the child and the account holder.
The purpose of the form is to establish a college savings account under the 529 plan for a child's higher education expenses.
Information such as the child's name, date of birth, social security number, as well as the account holder's details and funding preferences must be reported.
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