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Get Hartford Funds Chet Advisor Account Application 2014
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How to fill out the Hartford Funds CHET Advisor Account Application online
This guide provides clear and supportive instructions for completing the Hartford Funds CHET Advisor Account Application online. Follow these steps to ensure accurate and efficient submission of your application for this college savings program.
Follow the steps to successfully fill out the application form:
- Click ‘Get Form’ button to obtain the Hartford Funds CHET Advisor Account Application and open it in your preferred online document editor.
- In the first section, select the account type you are applying for. Options include Individual Account, UGMA/UTMA Account, or Business Entity/Trust Account. Be sure to read the descriptions carefully to understand which applies to your situation.
- Provide your account owner information, including your legal name, Social Security or Taxpayer Identification Number, date of birth, and contact details. Ensure all fields are completed correctly.
- Complete the designated beneficiary information section. This includes the beneficiary's legal name, Social Security number, date of birth, and relationship to you. If their address differs from yours, complete that section as well.
- If desired, fill out the successor account owner information. This section is optional but ensures continuity in account management in case of the account owner's death or disability.
- Provide your advisor information, if applicable. Include the advisor’s firm name and contact details. Be sure to indicate your advisor ID number.
- Choose your investment options carefully. Specify the percentage allocation you wish to make to each investment type, ensuring it totals 100%.
- Select your contribution method. Outline your initial contribution and indicate whether it will be through a personal check, rollover, payroll direct deposit, or electronic fund transfer.
- Fill out your bank information if you are setting up either electronic funds transfer (EFT) or automatic investment program (AIP). Ensure to provide accurate bank account details and attach a voided check if required.
- Review the account certification and authorization section thoroughly, ensuring you understand the terms and conditions. You will need to sign and date this section to certify accuracy.
Complete your Hartford Funds CHET Advisor Account Application online today to begin your journey towards saving for higher education.
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The parent company of Hartford Funds is The Hartford Financial Services Group, Inc. Established in 1810, The Hartford provides a range of insurance and financial products. This broad financial expertise supports the effective management of the funds offered through the Hartford Funds CHET Advisor Account Application.
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