New Account Checklist
Online enrollment takes about 10 minutes to complete. To expedite the process, be ready with the following information before you begin:

New Account Checklist

Account Owner
  • Address
  • Social Security Number*
 The account owner must be 18 years or older and a U.S. citizen or resident alien with a U.S. mailing address.
Designated Beneficiary
  • Address
  • Social Security Number*
  • Date of birth
 The designated beneficiary is the individual for whose benefit the funds will be used. The designated beneficiary must be a U.S. citizen or resident alien with a U.S. mailing address.
Successor Account Owners
  • Address
  • Social Security Number*
 You may assign one successor account owner in the event of your death. Successors are not required but are a very good idea.
Initial Investment
  • Your investment option(s) and the percentages for each
 The minimum initial contribution is $250.00
Rollover Information (if applicable)
  • The total amount you will invest
  • Your previous contributions and earnings amount (shown on the rollover check stub or statement)
 Rollovers are proceeds from a qualified tuition plan, Coverdell educational savings account, or Series EE Savings Bond redeemed within the last 60 days.
Bank Information
  • Your bank's ABA routing number
  • Type of account: checking or savings
  • Account number
 Bank information is needed if you are making your contribution online and/or you're going to enroll in the Automatic Investment Program.

* Social Security numbers are required for 529 plan accounts by federal tax law.

 

2415783

SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC").

SMART529 Select is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in SMART529 Select. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisers for the Underlying Funds or any depository institution. Investments in SMART529 are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.

This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, you should consult your own tax or legal counsel for advice.

You should carefully consider the investment objectives, risks, charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529, including privacy notices, and the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained by calling (866) 574−3542. Please read them carefully before you invest or send money. SMART529 is distributed by Hartford Funds Distributors, LLC. Member SIPC.

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.

Dimensional Fund Advisors is not an affiliate or subsidiary of Hartford Funds.

© Copyright 2024 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value

Logo - The Board of Trustees of the West Virginia College and Jumpstart Savings Programs THE SEAL OF THE STATE TREASURER OF WEST VIRGINIA - West Virginia’s State Treasurer’s Office Hartford Funds Logo - Our benchmark is the investor®