Get Account Application - Ohio Tuition Trust Authority

Filling out the Account Application for the Ohio Tuition Trust Authority is an important step in establishing a college savings plan. This guide will walk you through each section of the application so you can complete it confidently online.

Follow the steps to complete your application efficiently.

1. Click 'Get Form' button to obtain the form and open it in a suitable editor.
2. Select the type of account you wish to open. You can choose between an Individual Account or a UGMA/UTMA Account. If you do not make a selection, an Individual Account will be created for you.
3. Fill out the Account Owner information section. This includes providing your full legal name, Social Security Number, date of birth, citizenship status, and contact details including your permanent address.
4. Complete the Account Owner's Identity Verification section. You will need to provide either a driver's license or a state-issued ID card number, along with its expiration date, and other identifying information.
5. Enter the Beneficiary information, which pertains to the individual who will benefit from the account. Provide their full name, relationship to you, Social Security Number, date of birth, and citizenship status.
6. (Optional) Fill in the Successor Owner information. This section is intended for designating someone who will take control of the account in the event of the owner's death or legal incompetence.
7. Choose your Investment Option. You can select from various investment portfolios along with specifying the percentage allocation of your funds across those options. Ensure that the total is 100%.
8. Specify your Contribution Method. Indicate how you plan to fund the account, whether by personal check, electronic bank transfer, or through payroll deduction, providing the necessary amounts.
9. Complete the Bank Information section if you are setting up Electronic Bank Transfers. Provide the name of your bank, the account type, and the routing and account numbers.
10. Sign the application. This signature is mandatory for your application to be processed, confirming that you agree to the terms stated in the application.
11. After filling out the entire form, review all information for accuracy. Save the changes, then download or print the application. Finally, send the completed form to the provided address as directed.

Start filling out your Account Application for the Ohio Tuition Trust Authority online today!