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BRIGHT START COLLEGE SAVINGS Change of Trustee/ Rollover Form Investing Through a Financial Professional Advisor Instructions Print clearly in all CAPITAL LETTERS using blue or black ink. When requested,
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How to fill out bright start advisor change
How to Fill Out Bright Start Advisor Change:
01
Open the Bright Start Advisor Change form.
02
Fill in your personal information, including your name, address, and contact details.
03
Provide your current advisor's name and contact information.
04
Indicate the reason for the change in advisor.
05
If applicable, include the name and contact information of your new advisor.
06
Review the form to ensure all information is accurate and complete.
07
Sign and date the form.
08
Submit the completed form to the appropriate Bright Start office or mailing address.
Who Needs Bright Start Advisor Change:
01
Individuals who are dissatisfied with their current advisor and wish to make a change.
02
Investors who have experienced a change in their financial goals or investment preferences that require a new advisor.
03
Those who have had a change in personal circumstances, such as a move to a different state, which necessitates a new advisor familiar with the local market.
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What is bright start advisor change?
Bright Start advisor change is a process of updating the registered advisor associated with a Bright Start account.
Who is required to file bright start advisor change?
The account holder or authorized representative is required to file a bright start advisor change.
How to fill out bright start advisor change?
The account holder can fill out the bright start advisor change form provided by the Bright Start program and submit it with the necessary documentation.
What is the purpose of bright start advisor change?
The purpose of bright start advisor change is to ensure that the correct advisor is listed on the account for accurate reporting and communication purposes.
What information must be reported on bright start advisor change?
The information that must be reported on bright start advisor change includes the name of the new advisor, their contact information, and any relevant authorization documentation.
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