SMART529 Employer Group Verification Form

Establish a new Employer Group.

SMART529 Broker Dealer Change Form

Change the financial advisory firm listed on a SMART529 Account.

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.

The Hartford SMART529 Merrill Lynch Account Application Form

Establish a new SMART529 account with Merrill Lynch.