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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

Hartford Funds Coverdell Education Savings Account Return of Excess Contribution Form (Use Only for Coverdell ESA Plans with UMB Bank n.a. as Custodian)

9/4/2018 | pdf

Request a return of an excess contribution to a Coverdell ESA.

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 Employer Group Verification Form

9/24/2018 | pdf

Establish a new Employer Group.

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

SMART529 Trustee Certification Form

9/24/2018 | 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

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

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are suitable for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

All investments are subject to risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or exchange-traded managed fund (ETMF) prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services are provided by Hartford Funds Management Company, LLC (HFMC) and its wholly owned subsidiary, Lattice Strategies, LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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