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Fidelity Advisor 529 Plan Account Application

Fidelity Advisor 529 Plan Account Application 2026

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The document is an application form for establishing a Fidelity Advisor 529 Plan account, sponsored by the State of New Hampshire. It outlines the necessary information required from participants, including personal details, beneficiary information, investment options, and electronic communication consent. The form also includes sections for financial advisor details, systematic investment programs, and bank information for transactions. Additionally, it emphasizes the importance of providing accurate documentation and signatures to ensure proper account setup.

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Click ‘Get Form’ to open the Fidelity Advisor 529 Plan Account Application in the editor.
Begin by filling out Section 1, Participant Information. Ensure all fields are completed accurately, including your name, date of birth, and contact information. Remember to provide a valid SSN/TIN.
Proceed to Section 2 for Electronic Delivery preferences. By signing this application, you consent to receive communications electronically. Make sure to enter a personal email address.
In Section 3, provide your Employer Information if applicable. This section is essential for establishing any payroll contributions.
Complete Section 4 by appointing a Financial Advisor. This step is crucial as it allows your advisor to manage your account on your behalf.
Fill out Section 6 for Beneficiaries. You can include up to three beneficiaries; ensure their details are accurate and complete.
Review all sections thoroughly before signing in Section 12. Your signature must be dated and notarized if required.

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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 2026

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How to use or fill out Fidelity Advisor 529 Plan Account Application with our platform

Complete this form in 5 minutes or less

Got questions?

What information do you need to start a 529?

What do I need to open a 529 account?

What is the biggest downside to a 529 plan?

How much does it cost to start a 529 plan?

Should I use a financial advisor for 529 plan?

People also ask

Is Fidelity good for 529 plans?

Do you need a financial advisor to open a 529?

Related links

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Fidelity Advisor 529 Plan Account Application 2026

Here's how it works

How to use or fill out Fidelity Advisor 529 Plan Account Application with our platform

Complete this form in 5 minutes or less

Got questions?

What information do you need to start a 529?

What do I need to open a 529 account?

What is the biggest downside to a 529 plan?

How much does it cost to start a 529 plan?

Should I use a financial advisor for 529 plan?

Related Searches

People also ask

Is Fidelity good for 529 plans?

Do you need a financial advisor to open a 529?

Related links

Try more PDF tools