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The Hartford SMART529
- https://www.hartfordfunds.com/products/smart529.html
- The Hartford SMART529 The Hartford® SMART529® College Savings Plan, offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, offers all the benefits of a 529 plan plus a range of investment options so you can choose the investment strategy that's right for you. Update to West Virginia Tax Treatment:
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SMART529 West Virginia's Education Savings Plan
- http://www.smart529.com/home.html
- SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC"). SMART529 Direct is available to residents of West Virginia or to non-residents where the beneficiary is a resident of West Virginia.
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Account Access - Hartford Funds
- https://www.hartfordfunds.com/account-access.html
- Access your account > SMART 529 Accounts To register or access your account online, please visit hartfordfunds.com/529account Access your account > Financial Professionals As a financial professional on hartfordfunds.com, you have the ability to gain full access to: detailed fund information to help facilitate your due diligence processes
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For Account Owners - smart529
- https://www.smart529.com/smart529-details/for-account-owners.html
- SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC"). SMART529 Direct is available to residents of West Virginia or to non-residents where the beneficiary is a resident of West Virginia.
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About SMART529 - Hartford Funds
- https://www.hartfordfunds.com/products/smart529/about-smart-529.html
- The Hartford® SMART529® College Savings Plan, offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, offers all the benefits of a 529 plan plus a range of investment options designed to help investors meet their college savings goals. Who Can Buy This Plan
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Forms
- https://www.hartfordfunds.com/products/smart529/forms.html
- Your clients can manage their 529 accounts in three ways: Log into their account online Call our Contact Center at 1-866-574-3542 Complete the appropriate form mailing it to the address listed on the form. The following forms are specifically for The Hartford® SMART529® plans. Core Documents The Hartford SMART529 Brochure
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Home Page [www.smart529select.com]
- https://www.smart529select.com/home.html
- SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC"). SMART529 Select is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in SMART529 Select.
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Request a Distribution - SMART529
- https://www.smart529.com/smart529-details/for-account-owners/request-a-distribution.html
- SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC"). SMART529 Direct is available to residents of West Virginia or to non-residents where the beneficiary is a resident of West Virginia.
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Open An Account - smart529
- https://www.smart529.com/smart529-details/open-an-account.html
- Open an Account Take these steps to open your SMART529 WV Direct college savings account. Choose your investment options. Review your college savings choices and the available SMART529 Plans to help guide you through the process of evaluating your college savings needs and choosing the investment options that are right for you.
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PDF The Hartford Smart529 College Savings Plan
- https://www.hartfordfunds.com/dam/en/docs/pub/forms/College%20Savings%20Forms/SMART529%20Forms/enrollment/529-OFF.pdf
- The Hartford SMART529 is issued by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees ... Federal law requires that a limit be placed on contributions to this Account along with any other 529 accounts maintained by West Virginia, including the West
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Faq - Smart529
- https://www.smart529.com/faq.html
- SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC"). SMART529 Direct is available to residents of West Virginia or to non-residents where the beneficiary is a resident of West Virginia.
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Forms and Documents - SMART529
- https://www.smart529.com/forms-and-documents.html
- Information updates and investment management changes can be made online by logging into your account. The forms and documents below may be used as an alternative, and mailed to the address listed on the form. 227879 Feedback
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For Account Owners - smart529select
- https://www.smart529select.com/tools-and-resources/for-account-owners.html
- By Internet - Log in to your account to: Access your investment options, account and portfolio values Make a one-time contribution Adjust portfolio allocations Add bank instructions Change password or username Change your mailing address View transaction history Order duplicate statements Get year-end tax information
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PDF 529 Plans - The Hartford
- https://www.thehartford.com/sites/benefitsresource/files/1444672000303.pdf
- The Hartford SMART529 is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART 529. CHET Advisor is only available to account owners who are Connecticut (CT) residents. CT provides certain tax advantages to CT taxpayers that invest in CHET Advisor.
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Make a Contribution - SMART529
- https://www.smart529.com/smart529-details/for-account-owners/make-a-contribution.html
- Make a Contribution Making contributions to a SMART529 account is easy, whether it's to your own account or the account of a family member or friend. Contribution Tips Gifts Friends and family can also make regular contributions using the SMART529 Automatic Investment Program. When Paying by Check Make your check out to "SMART529."
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Hartford Funds - secureaccountview.com
- https://www.secureaccountview.com/BFWeb/clients/hartfordfunds/index
- Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.
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The Hartford SMART529 | West Virginia 529 College Savings ...
- https://www.savingforcollege.com/529-plans/west-virginia/the-hartford-smart529
- The SMART529 Matching Grant Program (discontinued for new applications as of 8/31/15) provides matching grants to eligible West Virginia families in an amount up to $500 per designated beneficiary per year, up to a lifetime maximum of $2,500 per designated beneficiary, with a dollar for dollar match. State tax deduction or credit for contributions:
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PDF Account Features Form - Hartford Funds
- https://www.hartfordfunds.com/dam/en/docs/pub/forms/College%20Savings%20Forms/SMART529%20Forms/accountmaintenance/529-AF.pdf
- The Hartford SMART529 95 Wells Ave., Suite 155 Newton, MA 02459-3204 1. Current Account Owner information Account Number(s) (To list more than 3 Accounts, use a separate sheet). Name of Account Owner (first, middle initial, last) Telephone Number(In case we have a question about your Account). 2.
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SMART529 West Virginia Direct College Savings Plan
- https://www.smart529direct.com/wvdtpl/auth/lpS.cs
- Log In to your SMART529 West Virginia Direct College Savings Plan account Please specify a username.
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PDF Account Application www.hartfordfunds
- https://www.hartfordfunds.com/dam/en/docs/pub/forms/College%20Savings%20Forms/SMART529%20Forms/enrollment/529-APPL.pdf
- Successor Account Owner has no rights in regard to the Account and cannot direct any changes, transfers, or cancellations, except in the event of the death or disability of the Account Owner. • You may revoke or change the Successor Account Owner at any time. See The Hartford SMART529 College Savings Plan Offering
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The Hartford SMART529 - Saving for College
- https://www.savingforcollege.com/529-plans/west-virginia/the-hartford-smart529/investment-options/the-smart529-stable-value-fund/share-class-a
- The Hartford SMART529 program features a menu of age-based, static, and individual portfolio options utilizing Hartford Funds, two iShares (BlackRock) funds, one MFS fund, and a stable value portfolio managed by Invesco. Accounts can be linked to the Upromise rewards service. To find a financial advisor in your area, use the Directory of ...
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The Hartford SMART529 - Saving for College
- https://www.savingforcollege.com/529-plans/west-virginia/the-hartford-smart529/investment-options/smart529-age-based-portfolio-0-3/share-class-a
- The Hartford SMART529 program features a menu of age-based, static, and individual portfolio options utilizing Hartford Funds, two iShares (BlackRock) funds, one MFS fund, and a stable value portfolio managed by Invesco. Accounts can be linked to the Upromise rewards service. To find a financial advisor in your area, use the Directory of ...
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PDF Distribution Request Form
- http://www.hartfordfunds.com/dam/en/docs/pub/forms/College%20Savings%20Forms/SMART529%20Forms/distributionforms/529-DR.pdf
- Account may be subject to federal income tax and a 10% federal penalty tax as well as state and local income taxes. See The Hartford . SMART529 Offering Statement for more information and a listing of qualified distributions. Note: You can also request a qualified or non-qualified distribution by telephone or online at . www.hartfordfunds.com.
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