Vanguard college savings planner5/15/2023 ![]() ![]() ![]() Each of the portfolios involves investment risks, which are described in the Program Disclosure Statement.īefore you invest, consider whether your or the beneficiary’s home state offers any state tax or other benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s 529 plan. You can lose money by investing in a portfolio. This and other important information is contained in the Bright Directions Advisor-Guided 529 College Savings Program Disclosure Statement, which can be obtained from your financial professional or at and should be read carefully before investing. The underlying mutual funds directly, but rather own shares of a portfolio in Bright Directions.Īn investor should consider the investment objectives, risks, and charges and expenses before investing. Participants in the Bright Directions College Savings Program do not own shares of Links below was obtained from the underlying fund companies and has not been independently verified byīright Directions. Management and state administration fee Bright Directions imposes. Performance information for the Underlying Investment does not reflect the imposition of the program Program management and state administration fee, please review the The Fact SheetĪnd Prospectus below describe the Underlying Investment and not the Bright Directions College Savingsįor information regarding the expenses of the Bright Directions College Savings Program, including the Investment objectives and policies, risks, and expenses, contained in the links below. Before making contributions to this portfolio, you shouldĬonsider the more detailed information about the underlying fund in which it invests, including its Request a full or partial withdrawal from your Vanguard® 529 College Savings Plan.Contributions to this Individual Fund Portfolio will be invested solely in the The kit contains an enrollment application and other information describing the plan. Open a Vanguard® 529 College Savings Plan account. The kit generated at the end of this process contains an enrollment application and other information describing the plan. Use this process to open a Vanguard® 529 College Savings Plan account. ![]() Grant an agent the authority to act on your Vanguard 529 College Savings Plan accounts. ![]() Identify those authorized to act upon Vanguard 529 College Savings Plan accounts on behalf of an organization. Vanguard 529 Organization Resolution Form Vanguard 529 Agent Authorization/Limited Power of AttorneyĪuthorize a person or an organization to discuss your Vanguard 529 College Savings Plan accounts with a Plan representative. Use this process to grant an agent the authority to act on your Vanguard 529 College Savings Plan accounts. Use this process to authorize a person or an organization to discuss your Vanguard 529 College Savings Plan accounts with a Plan representative. Move money between portfolios (once a year only) or switch investment choices for future contributions (anytime) in your Vanguard® 529 College Savings Plan.ĥ29 Agent Authorization/Limited Power of Attorney Vanguard 529 Annual Exchange/Future Contribution Change Kit Roll over funds from another qualified 529 plan to a Vanguard® 529 College Savings Plan account. Start, change, or stop automatic electronic bank transfers to a Vanguard® 529 College Savings Plan. Vanguard 529 Automatic Investment/Electronic Bank Transfer Kit Use this process to rollover funds from another qualified 529 plan to a Vanguard® 529 College Savings Plan account.Ĭontribute to an existing Vanguard® 529 College Savings Plan. Use this process to contribute to an existing Vanguard® 529 College Savings Plan. Use this process to enable electronic redemptions from your Vanguard account to your Vanguard account to your Vanguard-serviced 529 account. Use this form to identify current trustees when the identity and/or number of trustees has changed or when the trustees are not identified in The Vanguard 529 College Savings Plan (The Vanguard 529) account. This form is used to transfer account ownership due to death. Vanguard 529 Transfer Due to Death Participant Form Kit Use this form to transfer all or part of your account balance to a new account owner. Vanguard 529 Account Information Change KitĬhange your name, address, phone number, or successor on your Vanguard® 529 College Savings Plan.Ĭhange the beneficiary on an existing Vanguard® 529 College Savings Plan or move a portion of the account assets to a new account. Use this process to identify current trustees when the identity and/or number of trustees has changed or when the trustees are not identified in The Vanguard 529 College Savings Plan (The Vanguard 529) account. Use this process to transfer all or part of your account balance to a new account owner. ![]()
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