HOW TO ENROLL
Before you begin completing the application, you should have read through our Disclosure Booklet. You should also have met (or spoken) with your financial professional to discuss how a 529 plan fits into your overall investment strategy.
Completing a new account application
Complete each section of the New Account Application, paying special attention to all the required sections. Incomplete applications may not be processed.
As this is an advisor sold plan, the Dealer Information (Section 10) needs to be completed in order to establish an account.
How to roll over assets
Now that your application is completed, let’s cover how to move funds from another Qualified Tuition Program, a Coverdell Education Savings Account or qualified U.S. savings bond to your new MI 529 Advisor Plan.
Requesting a rollover for a new or existing account:
Complete the Rollover Form paying special attention to all sections required. Incomplete rollover forms may not be processed. Simply mail it in along with a completed new account application.
Note: A rollover between Qualified Tuition Programs (Direct or Indirect) can only be made once in a 12 month period without changing the designated beneficiary (unless the transfer is to a member of the Family of the original Beneficiary).
Questions? Call us at 866-529-8818 and we'll help you through the process.
LEARN ABOUT THE PLAN
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