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Showing 13 results for "SMART529 (Nationwide)"
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FORMS (
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SMART529 Offering Statement
Provides information about the Underlying Funds and other detailed plan information.
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SMART529 Employer Group Verification Form
Establish a new Employer Group.
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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 Payroll Direct Deposit Form
Add, change, or delete Payroll Direct Deposit instructions for SMART529 accounts.
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SMART529 Distribution Request Form
Request a full or partial, qualified or non-qualified distribution from a SMART529 Account.
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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 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 Account Features Form
Add, change, or delete important account features.
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The Hartford SMART529 Account Application Form
Establish a new SMART529 account.
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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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The Hartford SMART529 Merrill Lynch Account Application Form
Establish a new SMART529 account with Merrill Lynch.
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OTHERS (0 RESULTS)