Fidelity advisor 529 new account application form 2025

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  1. Click ‘Get Form’ to open the fidelity advisor 529 new account application form in the editor.
  2. Begin with the 'Account Registration' section. Select your account type by checking either 'Cash Portfolio' or 'Short Term Bond Fund'. Fill in the name of your government entity, account name, authorized official and title, and TIN.
  3. In the 'Mailing Address' section, provide all necessary contact details including attention, street address, city, state, daytime phone number, zip code/postal code, fax, and email address.
  4. Proceed to the 'Initial Investment' section. Indicate your payment method by checking either 'Check enclosed for Amount' or 'Wire Transfer/Exchange', and fill in the required details accordingly.
  5. For 'Monthly Dividends', choose whether to reinvest dividends or receive them in cash. If opting for cash dividends, provide your bank details including bank name, transit code, account number, and address.
  6. Complete the remaining sections such as wire redemption instructions and authorized employees by filling out all relevant fields accurately.
  7. Finally, ensure you sign and date the certification section before submitting your completed form.

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How do I add an account to Portfolio Summary? Click the View Other Account link at the bottom of the Summary page to start the process. During the View an Account process, you can search for and add your accounts from the thousands of financial institutions that participate in this service.
An Individual 529 allows you to maintain control over the account regardless of the beneficiarys age and you have the flexibility to change the beneficiary at any time. * A Custodial, or UGMA/UTMA 529, is an irrevocable gift to the minor and you may not change the beneficiary.
Once the teen reaches age 18, the Fidelity Youth Account must be converted to a standard Fidelity brokerage account. The assets will stay in the same account and keep the same account number/login credentials.
However, when the child reaches age 18, 21, or up to age 25, depending on the state of residence, legal control of the account automatically becomes theirs.
In most states, that means age 18, though in some states the age threshold may be higher. The custodian cant change the beneficiary or account owner. Once the account owner/beneficiary becomes an adult, they assume control over the 529 plan.

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Fidelity-managed 529 plans all earned a best-in-class rating from Morningstar in 2024. Read more. Interested in learning more about college savings plans, watch a recording of our webinars Ways to help maximize your education savings strategies and The latest 529 savings strategies for your childs education.
The money can never be shifted to another beneficiary, for example, and your child will control it when they reach the age of majority, either 18 or 21, depending on state law.
For children aged 13 to 17, a parent/guardian with an existing Fidelity account may open this account on their behalf. Child must have the last four digits of their Social Security number, plus one form of ID. At age 18, account will be transitioned to a retail brokerage account for free.

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