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Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'Current Account Information' section. Enter your account number, participant information including name and Social Security/Tax ID number, and beneficiary details.
If you need to update your address or telephone number, complete the 'Current Address/Telephone Number Change' section. Provide only the new information for both participant and beneficiary.
For name changes due to marriage or divorce, fill out the 'Name Change' section. Attach any required documentation such as a marriage certificate or divorce decree.
In the 'Automatic Banking Privileges—Contribution Options' section, indicate if you want to add, change, or terminate contributions via Electronic Funds Transfer (EFT) and provide necessary bank account details.
Complete the 'E-Delivery' section if you wish to receive statements electronically. Enter your email address and select what documents you would like sent via email.
Finally, sign and date the form in the 'Signature' section to certify that all information is accurate before submitting it.

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Is NYS 529 a payroll deduction?

Your withdrawals are free from federal and New York State income tax when used to pay for qualified education expenses (Qualified Withdrawals). For example, tuition, fees, room and board, books, supplies, and equipment required for enrollment or attendance at any eligible post-secondary school in the world.

What is the maximum contribution to a 529 plan in NY?

Basically, the answer to the question posed in the title is simple: 97% of people are not wealthy enough. Also missing from the article was the mantra that a family should not contribute to a 529 plan unless they have made the maximum contributions to retirement plans first.

What is the phone number for the NY 529 advisor guided program?

New York State taxpayers can deduct up to $5,000 of contributions towards their 529 account on their state income tax return each year. Contributions can be made via payroll deduction in amounts as little as $1 per paycheck. Earnings grow (federally) tax-deferred, and qualified withdrawals are federally tax-free.

Is there a NYS 529 contribution limit?

There are no annual contribution limits for New York 529 plans, other than the annual gift tax exclusion and 5-year gift-tax averaging. New York 529 plans have one of the highest cumulative contribution limit of $520,000 per beneficiary.