FAQ: Is there a plan to set up an EdVest account?
Yes, EdVest offers a very useful and handy checklist to get you on track and on your way to saving money for your children’s, or other beneficiaries future.
You can start by using the online application to establish an individual or custodial (UGMA/UTMA) account.
– Both you and your beneficiary must be a U.S. citizen or resident alien with a U.S. taxpayer identification number to establish the account.
– Both you and your beneficiary must be a U.S. citizen with a U.S. mailing address to establish the account.
– Prior to opening an account Federal law requires you to list your name, street address, date of birth, and taxpayer identification number.
– Also, EdVest does not accept credit card checks and does not accept third-party checks when opening a new account.
Please have the following available before you begin to set up your EdVest account:
– Social Security number (SSN) or Taxpayer Identification number (TIN)
– Address and SSN/TIN of your Successor Account Owner (if you choose to name one)
– Address, SSN, date of birth, and anticipated year of college enrollment of your Beneficiary
– A blank check for your reference (if funding online).
- FAQ: Who can open an EdVest account? (wistatetreasury.wordpress.com)
- FAQ: What are the WI State benefits with EdVest? (wistatetreasury.wordpress.com)
- FAQ: How can I stay up to date on my EdVest account? (wistatetreasury.wordpress.com)
- FAQ: Can I transfer assets from another account into EdVest? (wistatetreasury.wordpress.com)
This entry was posted on March 28, 2012 by wistatetreasury. It was filed under Unclaimed Property and was tagged with 529 Plan, checklist, Education, EdVest, Higher education, Social Security number, wisconsin, wismissingmoney.com, www.wismissingmoney.com.