Chet advisor 529 application form 2025

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The document is an application form for the CHET Advisor College Savings Plan, managed by Hartford Life Insurance Company and administered by the Treasurer of the State of Connecticut. It outlines eligibility requirements, account types, investment options, contribution methods, and necessary personal information for account owners and designated beneficiaries. The form emphasizes compliance with federal laws regarding identity verification and includes sections for selecting investment strategies and providing bank information for contributions.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (55 Votes)
2019	4.3 Satisfied (84 Votes)
2014	4.3 Satisfied (189 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is a 529 a Chet account?

CHET is a state-sponsored, tax-advantaged 529 college savings plan thats helping families and individuals plan for the cost of higher education. CT Treasurer Erick Russell is Trustee of CHET. CHET is a tax-advantaged, low cost savings program specifically designed to help families save for future college costs.

Is chet the same as 529?

In February 2021, Fidelity Investments became the new program manager of the States 529 college savings plan.

What is the best 529 plan for Connecticut residents?

CHET is the 529 College Savings Plan sponsored by the state of Connecticut. It is open to all investors but is even more advantageous to Connecticut residents due to state income tax deductions.

How do I contact Fidelity CHET 529?

529 Plan Activation | Connecticut Higher Education Trust (CHET) | Fidelity. To reach us by phone, we recommend calling while our education planning specialists are available, MondayFriday from 8 a.m. to 9 p.m. ET at 888-799-CHET (2438).

What is another name for a 529 plan?

529 assets may be used to pay for (i) qualified higher education expenses, (ii) qualified expenses for registered apprenticeship programs, (iii) up to $10,000 per taxable year per beneficiary for tuition expenses in connection with enrollment at a public, private, or religious elementary or secondary educational

Do I need a financial advisor for a 529 plan?

As mentioned, you can start a 529 plan either through an advisor or, less expensively, by investing directly with the plans sponsor. While states administer 529 plans, they typically turn over the day-to-day operations to major financial services companies, such as Fidelity, T.

Chet advisor 529 application form 2025

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