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19 Results for 'SMART529 (Nationwide)'

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Coverdell Education Savings Account Custodial Agreement and Disclosure Statement

3/27/2018 | pdf

Explains the basic questions regarding Coverdell ESA accounts.

Available For Download Only

Coverdell Education Savings Accounts Death Beneficiary Change Request Form for Mutual Fund Accounts

9/4/2018 | pdf

Change the current death beneficiary designation to a Coverdell ESA.

Available For Download Only

Coverdell Education Savings Account Death Claim Form for Mutual Fund Accounts

9/4/2018 | pdf

Establish a Death Beneficiary Coverdell ESA or appoint a new Responsible Individual.

Available For Download Only

SMART529 Offering Statement

6/30/2018 | pdf

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

Max 25

pdf
Available For Download Only

SMART529 Employer Group Verification Form

3/1/2013 | pdf

Establish a new Employer Group.

Available For Download Only

SMART529 Broker Dealer Change Form

7/1/2018 | pdf

Change the financial advisory firm listed on a SMART529 Account.

Available For Download Only

SMART529 Agent Authorization/Limited Power of Attorney Form

7/1/2018 | pdf

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

Available For Download Only

SMART529 Payroll Direct Deposit Form

7/1/2018 | pdf

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

Available For Download Only

SMART529 Trustee Certification Form

3/1/2013 | pdf

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

Available For Download Only

SMART529 Information Change Form

7/1/2018 | pdf

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

Available For Download Only

SMART529 Beneficiary Change Form

7/1/2018 | pdf

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

Available For Download Only

SMART529 Account Features Form

7/1/2018 | pdf

Add, change, or delete important account features.

Available For Download Only

SMART529 Investment Strategy/Allocation Change Form

7/1/2018 | pdf

Change an investment strategy or future investment allocations.

Available For Download Only

SMART529 Distribution Request Form

7/1/2018 | pdf

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

Available For Download Only

The Hartford SMART529 Account Application Form

8/16/2018 | pdf

Establish a new SMART529 account.

Available For Download Only

SMART529 Incoming Rollover/Transfer Form

8/20/2018 | pdf

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

Available For Download Only

The Hartford SMART529 Merrill Lynch Account Application Form

7/1/2018 | pdf

Establish a new SMART529 account with Merrill Lynch.

Available For Download Only

Hartford Funds Coverdell Education Savings Account Transfer of Assets Form

9/7/2018 | pdf

Initiate a transfer from an existing trustee/custodian to Hartford Funds.

Available For Download Only