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SMART529 Power of Attorney Form

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)

SMART529 Offering Statement

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

SMART529 Agent Authorization/Limited Power of Attorney Form

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

SMART529 Broker Dealer Change Form

Change the financial advisory firm listed on a SMART529 Account.

SMART529 Employer Group Verification Form

Establish a new Employer Group.

SMART529 Payroll Direct Deposit Form

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

SMART529 Account Features Form

Add, change, or delete important account features.

SMART529 Information Change Form

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

SMART529 Trustee Certification Form

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

SMART529 Incoming Rollover/Transfer Form

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

SMART529 Beneficiary Change Form

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

SMART529 Distribution Request Form

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

The Hartford SMART529 Account Application Form

Establish a new SMART529 account.

The Hartford SMART529 Merrill Lynch Account Application Form

Establish a new SMART529 account with Merrill Lynch.