Fidelity advisor 529 new account application form 2025

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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