Prefill service can save you time filling out my529 forms
Do you have a significant number of clients with existing 529 accounts? Does the client paperwork to move these relationships to my529 seem daunting? my529 has a timesaving solution to help you complete all the necessary forms to open my529 accounts and simplify transfer of these accounts.
Start by requesting a template from the my529 Professional Services Team to gather client information. Once you submit the completed template to my529, we will take that information to populate the fields on all the required forms including: Form 100 (New Account Agreement), Form 210 (Incoming Direct Rollover—if applicable), and Form 710 (LPOA Authorization), essentially filling out the forms for you. When the forms are ready, my529 will return them to you to obtain signatures via paper forms or electronic forms with DocuSign.
“Our experience in establishing and transferring numerous 529 savings accounts in bulk to my529 went very smoothly with the assistance provided by my529,” said Veronica M. Barattucci, of Radnor Financial Advisors LLC in Wayne, Pennsylvania. “The option of my529 pre-populating the forms on our behalf took pressure off of our firm allowing us to accomplish this task quickly. The team at my529 were responsive and helpful throughout the process.”
Speak with a member of our Professional Services Team if you have questions. We’re here to help.