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Showing 13 results for "SMART529 (Nationwide)"
PRACTICE MANAGEMENT ( 0 RESULTS)
Provides information about the Underlying Funds and other detailed plan information.
Add, change, or delete Payroll Direct Deposit instructions for SMART529 accounts.
Change the financial advisory firm listed on a SMART529 Account.
Add a Registered Investment Advisor and/or trading authority to all plans within The Hartford SMART529.
Establish a new Employer Group.
Add, change, or delete important account features.
Change an address, telephone number, email address, or Successor Account Owner.
Establish or modify a SMART529 Account in which the Account Owner and/or Beneficiary is or will be a trust.
Transfer all or part of the balance in the account of a current beneficiary to a new beneficiary.
Request a full or partial, qualified or non-qualified distribution from a SMART529 Account.
Establish a new SMART529 account.
Initiate a direct rollover from another 529 plan or many other account types to an existing SMART529 account.
Establish a new SMART529 account with Merrill Lynch.
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