Resources

Access your account, check up on your progress, and find answers to our most frequently asked questions.

Accounts

For Account Owners

Review options for accessing and managing your account, making contributions or requesting a distribution.

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Offering Statement and Literature

This Policy is to help you understand that the information we receive and what we do with it depends upon what you provide to us. We also want you to know that this Policy applies to information you provide us in-person, e-mail, by telephone, by mail ...

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Resources

Man reading college or university application or document from school. College acceptance letter or student loan paper. Applicant filling form or planning studies.

College Savings Forms and Documents
Forms and documents for information updates and investment management changes to your account. These changes can also be made online by logging in to your account.

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Pension calculation concept, old hands counting finances on a home calculator ,

Calculators and Resources
These tools and calculators can be used to help project future college costs, expected family contribution and what your college savings goal should be.

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FAQs
Get answers to frequently asked questions about SMART529, investment option, eligible expense, contributions, and taxes.

 

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Looking for More Ways to Save?

When it comes to saving for college, every contribution to the account helps.

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®