Get New York's 529 Advisor-guided College Savings Program Automatic Investment Plan/electronic Bank

This guide provides a comprehensive overview of how to complete the New York's 529 Advisor-Guided College Savings Program Automatic Investment Plan/Electronic Bank form online. It offers step-by-step instructions to assist you in successfully navigating the investment process.

Follow the steps to complete the form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and access it for completion.
2. In the first section, provide your account information. Enter your account number, the name of the account owner, a contact telephone number, and the name of the beneficiary.
3. Next, indicate your investment options. Decide whether you want to add, change, or stop an Automatic Investment Plan (AIP) and provide the necessary information such as the amount of the debit, start date, and any annual increase details.
4. If you are opting for Electronic Bank Transfer (EBT), provide the necessary bank information. Ensure the bank account from which funds will be drawn is eligible for ACH transactions and that it is held by a U.S. bank.
5. In the signature section, make sure to read all agreement terms provided. Sign and date the form to certify the accuracy of the information provided and your agreement to the terms.
6. Lastly, save the completed form. You can download, print, or share the form as needed. Ensure you send it to the correct address indicated for processing.

Complete your investment by filling out the form online today.