Get Chet Advisor Account Application Form - Hartford Funds

Completing the CHET Advisor Account Application Form is an essential step in managing your 529 college savings plan. This guide will provide you with clear and supportive instructions to help you fill out the form correctly and efficiently online.

Follow the steps to complete your application seamlessly.

1. Click ‘Get Form’ button to access the application and open it in your chosen editor.
2. Identify the Account type. Choose from the provided options: Individual Account, UGMA/UTMA Account, or Business Entity/Trust Account. Ensure you understand each type's requirements before making your selection.
3. Fill out the Account Owner information. This includes the legal name, Social Security number or Tax Identification number, date of birth, citizenship, and contact information. Ensure the information is accurate and complete.
4. Provide the Designated Beneficiary information. This section will require the beneficiary's legal name, Social Security number or Tax Identification number, date of birth, and relationship to the Account Owner.
5. If desired, fill out the Successor Account Owner information. This optional section lets you designate someone who will take over the account if the Account Owner can no longer manage it.
6. Complete the Advisor information section if applicable. Include the advisor's name, firm name, and contact details.
7. Select your investment options in the CHET Advisor Investment Option selection section. Allocate your contributions to different portfolios while ensuring the percentages total 100%.
8. Choose your Contribution Method. Ensure you are aware of the minimum contribution amounts for various methods and provide the required details.
9. Provide your Bank Information if you are setting up Electronic Fund Transfer or Automatic Investment Program services. This includes bank name, routing number, account type, and account number.
10. If opting for the Systematic Exchange Program, select your preferred frequency and provide the necessary details for automated exchanges.
11. Review the Account Certification and Authorization section. Read through the terms and ensure you understand the implications of your account and investments.
12. Sign and date the application form to finalize it. Ensure all sections are completed before submission.
13. Once completed, save your changes, download a copy of the form, print it out if needed, and submit it as instructed, either by mail or fax.

Start filling out your form online today for a smoother application process.