Get Future Scholar Advisor Account Application - Columbia Management

This guide provides clear and detailed instructions on completing the Future Scholar Advisor Account Application for Columbia Management online. Follow these steps to ensure a smooth application process and successful account establishment.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the application form and open it in your preferred editing tool.
2. Begin filling out the Account Information section. Select the type of account you wish to establish — Individual, Joint Tenant, Uniform Gift/Transfer to Minors, Trust, or State/Government Agency — and provide the applicable details.
3. Complete the Primary Account Owner area with the name, social security number, date of birth, and citizenship information. Ensure that the mailing and residential addresses are provided accurately.
4. If applicable, fill out the Joint Tenant section using similar details such as name, date of birth, and social security number.
5. Indicate your preference for Electronic Delivery of Documents by checking the appropriate box and providing your email address for notifications.
6. Provide information for the Designated Beneficiary or Beneficiaries, ensuring each section is correctly filled out with their name, date of birth, and residency details.
7. If you wish to designate a Successor Account Owner, complete the corresponding section, ensuring all information is accurate and complete.
8. Choose your method for Initial Contribution, specifying the amount and method (check, direct transfer, rollover, etc.). Clearly indicate any preferences regarding tax year contributions for SC taxpayers.
9. Select your Pricing Alternatives for each beneficiary. Review the eligibility requirements and decide among the provided options.
10. Complete the Investment Allocation section by selecting your desired portfolios and allocating percentages for your contributions.
11. If applicable, provide Bank Instructions for automatic contributions, ensuring that the bank information is accurate.
12. Review all filled information for accuracy, then provide your signature and the date at the end of the application. If applicable, include joint tenant signatures and ensure the financial advisor section is completed.
13. Once all steps are completed, save, download, print or share your application as needed.

Complete your Future Scholar Advisor Account Application online today for a seamless experience.