529 Enrollment Form
529 Enrollment Form - You can choose from our individual 529 portfolios and create your own investing strategy or select 1 of our target enrollment. (please check only one and complete the appropriate information) individual account. Legal name (first, m.i., last): Ad learn more about how a 529 plan can help you save for your child's future today. Protects your principal and guarantees an annual rate of return of 1.79% for 2023, net of all fees. To establish a new collegecounts 529 fund account. Web enrollment form to establish a new bright start 529 fund account. Request a direct rollover from another qualified 529 plan or education savings account to a. Account type and owner information. Monday to friday 8 a.m.
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