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ES_OHD_RO_110124 Page 1 of 4DO NOT STAPLEOhio 529 CollegeAdvantageCollegeAdvantage Direct 529 Savings PlanIncoming Rollover Form C omplete this form to initiate a Direct Rollover (plan to plan) from
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How to fill out collegeadvantage direct 529 savings

01
Visit the CollegeAdvantage website.
02
Click on the 'Open an Account' button.
03
Fill out the online application form with your personal information.
04
Choose the account type: Individual or Custodial.
05
Select your investment options based on your risk tolerance and investment goals.
06
Fund your account by linking your bank account or mailing a check.
07
Review all information and submit your application.
08
Receive confirmation and keep track of your contributions for tax benefits.

Who needs collegeadvantage direct 529 savings?

01
Parents looking to save for their child's future college expenses.
02
Grandparents wanting to contribute to their grandchildren's education.
03
Guardians and custodians responsible for a child’s education savings.
04
Anyone planning for future educational expenses for themselves or a family member.
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CollegeAdvantage Direct 529 Savings is a tax-advantaged savings plan designed to help families save for future education expenses. It allows individuals to invest money for qualified higher education costs, including tuition, fees, and other related expenses.
Generally, individuals who contribute to or manage a CollegeAdvantage Direct 529 Savings Plan are considered responsible for filing. This typically includes account owners or guardians who set up the account for a beneficiary.
Filling out a CollegeAdvantage Direct 529 Savings application typically involves providing personal information such as the account owner's details, the beneficiary's information, and the desired contribution amount. It's advisable to follow the instructions provided on the official CollegeAdvantage website or application form.
The purpose of CollegeAdvantage Direct 529 Savings is to provide a means for individuals to save money for educational expenses in a tax-advantaged way, encouraging families to plan for future college costs.
Information that must be reported typically includes the account owner's name, the beneficiary's name, contributions made, earnings, withdrawals, and any qualified expenses covered by the plan.
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