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Provides information about the Underlying Funds and other detailed plan information.

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Designate an individual, who is not subject to an existing Power-of-Attorney, as your agent, with complete authority to act on your SMART529 account(s)

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SMART529 Broker Dealer Change Form

Change the financial advisory firm listed on a SMART529 Account.

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SMART529 Agent Authorization/Limited Power of Attorney Form

Add a Registered Investment Advisor and/or trading authority to all plans within The Hartford SMART529.

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SMART529 Employer Group Verification Form

Establish a new Employer Group.

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SMART529 Payroll Direct Deposit Form

Add, change, or delete Payroll Direct Deposit instructions for SMART529 accounts.

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SMART529 Account Features Form

Add, change, or delete important account features.

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SMART529 Information Change Form

Change an address, telephone number, email address, or Successor Account Owner.

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SMART529 Trustee Certification Form

Establish or modify a SMART529 Account in which the Account Owner and/or Beneficiary is or will be a trust.

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SMART529 Incoming Rollover/Transfer Form

Initiate a direct rollover from another 529 plan or many other account types to an existing SMART529 account.

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SMART529 Beneficiary Change Form

Transfer all or part of the balance in the account of a current beneficiary to a new beneficiary.

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SMART529 Distribution Request Form

Request a full or partial, qualified or non-qualified distribution from a SMART529 Account.