WebCollegeChoice 529 Direct Savings Plan Enrollment Form CollegeChoice529 Direct Savings Plan 866-485-9415 8 a.m. to 8 p.m. Eastern time www.collegechoicedirect.com Regular mailing address: CollegeChoice 529 Direct Savings Plan PO Box 219418 Kansas City, MO 64121 Overnight mailing address: CollegeChoice 529 Direct Savings Plan 1001 E 101st … WebCollege Choice 529 Investment Plan. CollegeChoice 529 Savings Plan is administered by the Indiana Education Savings Authority. Ascensus Broker Dealer Services, LLC, serves as the program manager and provides investment advisory, recordkeeping and administrative services. The program allows users to save money for post-secondary expenses. The ...
College Choice 529 Investment Plan - Onboarding
WebGift and estate tax advantages. Contribute as much as $17,000 per beneficiary each year ($34,000 for married couples filing jointly), without incurring gift-tax consequences. Choose a special election that allows you to treat a $85,000 contribution ($170,000 married filing jointly) as if it was made over a five-year period. 1. WebCollegeChoice 529 is a Section 529 plan offered by the Indiana Education Savings Authority (Authority). Ascensus Broker Dealer Services, Inc. serves as the Program Manager. Ascensus Broker Dealer Services, Inc. and its … highlight bellini
Colorado (CO) 529 College Savings Plans - Saving for College
WebCollegeChoice Advisor 529 Savings Plan Enrollment Form (Class I) CollegeChoiceAdvisor 529 Savings Plan 1.866.485.9413 8 a.m. to 8 p.m. Eastern time www.collegechoiceadvisor529.com Regular mailing address: CollegeChoice Advisor 529 Savings Plan P.O. Box 219354 Kansas City, MO 64121 Overnight mailing address: … WebMember must link a 529 College Savings Plan account within 30 days of Upromise sign-up and keep it active through the first cash back rewards redemption cycle to receive the $25.00 bonus. Member's cash back rewards account balance must meet the minimum transfer amount to be eligible for transferring cash back rewards into a linked 529 account. WebFor more information about the CollegeChoice Advisor 529 Savings Plan ("CollegeChoice Advisor"), contact your financial advisor, call 1.866.485.9413, click here to obtain a Disclosure Booklet, which … highlight becca