Get Additional Contribution Form

Completing the Additional Contribution Form online is a straightforward process that allows you to make additional contributions to your New York’s 529 Advisor-Guided College Savings Program account. This guide will walk you through each step, ensuring that you provide all required information accurately.

Follow the steps to successfully complete your form.

1. Click ‘Get Form’ button to obtain the Additional Contribution Form and open it in your preferred document editor.
2. Provide your Account Number, which should be included on your check. Make sure this number matches the account you wish to contribute to.
3. Enter the Name of the Account Owner, including their first name, middle initial, and last name. Ensure that this information is clear and accurate.
4. Fill out the Name of the Beneficiary using their first name, middle initial, and last name. This identifies who will benefit from the account.
5. Select the Source of Funds for your additional contribution. You can choose between making a personal check payment or conducting an indirect rollover. If choosing a personal check, ensure it is made payable to New York’s 529 Advisor-Guided College Savings Program.
6. If you are opting for an indirect rollover, provide the necessary documentation as outlined on the form. This may include details from the financial institution about contributions and earnings to avoid adverse tax consequences.
7. Enter the Amount of contribution you wish to make, ensuring that the contribution is at least $25.
8. Review all provided information for accuracy and completeness. Correct any mistakes before proceeding.
9. Type in your information, print out the completed form, or print each field clearly in capital letters using black ink. Once completed, mail the form to the designated address.
10. Finally, save your changes, and download or print additional copies of the form if needed for your records.

Ready to contribute? Complete your Additional Contribution Form online now!