Get Smart529 Distribution Request Form - Hartford Funds

This guide provides detailed, step-by-step instructions on filling out the SMART529 Distribution Request Form online. Users will be supported through each section of the form to ensure accurate completion.

Follow the steps to successfully complete your distribution request.

1. Press the ‘Get Form’ button to access the SMART529 Distribution Request Form, which you will fill out online.
2. Begin with the Account Owner information section. Enter your Social Security Number or Taxpayer Identification Number, Account Number, Name, and Telephone Number. Ensure all details are accurate.
3. Next, complete the Designated Beneficiary information. Provide their Name, Social Security Number or Taxpayer Identification Number, and Mailing Address including City, State, and Zip Code.
4. In the Reason for Distribution section, select one option from the six provided. Make sure to understand the implications of each choice and check the option to have your check sent via express mail if desired.
5. Indicate the Amount of Distribution you would like. Choose either 'Full balance' to withdraw all funds or 'Partial amount' to specify a certain dollar amount. If choosing partial, ensure that it does not exceed the available balance.
6. You must also provide your signature in the Signature section, confirming that the information is accurate and that you agree to the terms and conditions outlined in the Offering Statement. Add the date of signing.
7. If seeking to release the distribution request prior to the contribution hold period, complete the Medallion Signature Guarantee section. Make sure to have this completed by an authorized officer of a financial institution.
8. Review all filled sections for accuracy. Once confirmed, you can save your changes, download the completed form, print it out, or share the form as needed.

Start filling out your SMART529 Distribution Request Form online today to ensure your distribution is processed efficiently.