SMART529 Offering Statement

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

SMART529 Payroll Direct Deposit Form

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

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 Incoming Rollover/Transfer Form

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

SMART529 Information Change Form

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

SMART529 Beneficiary Change Form

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

SMART529 Investment Strategy/Allocation Change Form

Change an investment strategy or future investment allocations.