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Get Path2college Enrollment Form - Kennesaw State University - Web Kennesaw
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How to fill out the Path2College Enrollment Form - Kennesaw State University - Web Kennesaw online
Filling out the Path2College Enrollment Form is an essential step to open a new individual account. This guide offers detailed instructions to help you complete each section of the form accurately, ensuring a smooth enrollment process.
Follow the steps to complete the enrollment form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by reading the Disclosure Booklet and Savings Trust Agreement carefully to understand the requirements and implications of the plan.
- Enter the Account Owner Information as required. This includes providing your full name, residential address (a physical address is necessary), Social Security Number or Taxpayer Identification Number, gender, date of birth, and telephone numbers. If applicable, include your relationship to the Beneficiary and email address for updates.
- Complete the Beneficiary Information section with the required details of the person for whom the account is intended. Again, ensure to provide a residential address unless they live with the Account Owner.
- If desired, fill in the optional Contingent Account Owner section. This person will become the Account Owner in the event of the Account Owner's death.
- Provide the Initial Contribution details by selecting your Investment Options and specifying the amounts you plan to invest in each. Make sure to check the box for the payment method you will use for the initial contribution, ensuring that it complies with the specified limits.
- Complete the Banking Information section if you are opting for Electronic Funds Transfer (EFT) or the Automatic Contribution Plan (ACP). You will need to provide your account details and attach a voided check or a deposit slip.
- Optionally, fill in the Optional Information section for demographic purposes, but remember that this is not required for account establishment.
- Sign and date the Signature and Certification section, confirming that all information provided is accurate and agreeing to the terms outlined in the associated documents.
- Mail the completed form, ensuring all sections are filled out as required, to the specified address for the Path2College 529 Plan.
Ensure your financial future is secure by filling out the Path2College Enrollment Form online today.
Kennesaw State University is known for its vibrant student community. As of the latest data, the current enrollment is over 41,000 students, showcasing a diverse range of academic programs. During your journey with the Path2College Enrollment Form - Kennesaw State University - Web Kennesaw, you'll find ample opportunities to engage with fellow students and learn alongside them.
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