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Fidelity Advisor 529 Plan Account Application

Fidelity Advisor 529 Plan Account Application 2025

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The document is an application form for establishing a Fidelity Advisor 529 Plan account through checking account withdrawal, sponsored by the State of New Hampshire. It outlines the necessary participant and beneficiary information, investment options, electronic communication consent, and requirements for trust accounts. The form includes sections for financial advisor details, systematic investment programs, and bank information. Additionally, it emphasizes the importance of signatures and notarization for processing the application.

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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.

What information do you need to start a 529?

Heres the information youll need in order to open your ScholarShare 529 account. Name. Social Security Number or Taxpayer Identification Number. Date of birth. Current address. Investment portfolio decision. Bank account routing number.

What do I need to open a 529 account?

The Fidelity Advisor 529 Plan is available to residents across the United States. It is sponsored by the state of New Hampshire and offers tax-advantaged savings that could help families save for higher education.

What is the biggest downside to a 529 plan?

529s count against you for federal aid The greater the assets in the plan, the less aid is available from grants, loans and financial scholarships. Its important to note, however, that the hit to financial aid depends on who owns the account.

How much does it cost to start a 529 plan?

There are no sales charges, startup or maintenance fees associated with ScholarShare 529 accounts.

Should I use a financial advisor for 529 plan?

An advisor can help you navigate all your options, including different account types, tax implications and how to balance college savings with other financial priorities. With the right strategy in place, you can grow your childs college fund over time and set them up for a successful future.

Is Fidelity good for 529 plans?

Im using Fidelity for our sons 529 plan. I think its great. Expenses are low and they have good target date as well as target risk portfolios available. Fidelity is the custodian for several 529 plans of different states.

Do you need a financial advisor to open a 529?

You can enroll in a 529 plan directly by going to the website for one of the plans offered by any state. You can also enroll through a financial advisor. You arent required to open a plan in the state you legally reside in, but doing so may make you eligible for the tax benefits we will break down a bit later.

Fidelity Advisor 529 Plan Account Application 2025

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