Get Principly

Filling out the Principly form online is a straightforward process that enables users to access investment advisory services tailored for 529 Plans. This guide provides clear instructions on how to navigate the form to ensure a smooth submission experience.

Follow the steps to fill out the Principly form online:

1. Press the ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your personal information, including your full name, contact details, and information about the student for whom the 529 Plan is being established.
3. Review the investment options presented in the form. Select the Investment Choice that best aligns with your objectives for the student's plan.
4. Read and acknowledge the terms and conditions outlined in the brochure to ensure you understand the fee structure and the responsibilities associated with the account.
5. Input the initial contribution amount and any necessary banking information for set-up, adhering to any guidelines provided.
6. Review all entries for accuracy before finalizing your submission.
7. Once your information is confirmed to be correct, save the changes, and proceed to download, print, or share the form as needed.

Complete the Principly form online today to get started with your investment!