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  • Smart529 Distribution Request Form - Hartford Funds

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DO NOT STAPLE UIIWVH MKT7059K DISREQUEST 0313 Page 1 of 4 THE HARTFORD The Hartford SMART529 SMART529 Distribution Request Form Offered by the West Virginia College Prepaid Tuition and Savings Program.

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The Hartford® SMART529® College Savings Plan, offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, offers all the benefits of a 529 plan plus a range of investment options designed to help investors meet their college savings goals.

This plan allows contributions of up to $16,000 per year from all sources. It does have a minimum initial contribution amount of $50 per account. The minimum subsequent contribution amount is $1.

Virginia529 account owners who are Virginia taxpayers may deduct contributions up to $4,000 per account per year with an unlimited carryforward to future tax years, subject to certain restrictions. Those age 70 and above may deduct the entire amount contributed to a Virginia529 account in one year.

Qualifying expenses include tuition, fees, room, board, books, equipment and supplies required for attendance, ing to the IRS guidelines.

Contributions to a 529 plan are not deductible and therefore do not have to be reported on federal income tax returns. What's more, the investment earnings in your account are not reportable until the year they are withdrawn.

State tax deduction or credit for contributions: Contributions to West Virginia's 529 plans are fully deductible in computing West Virginia taxable income.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232