Get Unique College Investing Plan (529) Account Application - Fidelity

Filling out the Unique College Investing Plan (529) Account Application with Fidelity is an essential step in establishing your investment account for future educational expenses. This guide provides clear and detailed instructions for completing the application online.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to download the application form and open it in your document editor.
2. In the first section, Account Setup, select the type of account you wish to open (Individual, UGMA/UTMA, or Trust Account). Fill in the account owner's information, ensuring that all bold fields marked as required are completed.
3. Proceed to the Financial Profile section. Provide the necessary details about your investment strategy and financial background as required by regulatory standards.
4. Move to the Funding Your Account section. Choose your initial funding method, either by check, transfer, or establishing automatic contributions. You must indicate the amount and frequency of contributions.
5. In the Signature section, make sure to sign and date your application. Review all prior sections to confirm accuracy before signing.
6. Once all sections are completed, review the entire application for any errors or missing information. When satisfied, you can save your changes, download the completed form, print it, or share it as necessary.

Complete the Unique College Investing Plan (529) Account Application online to start investing in your future.