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CollegeCounts 529 Advisor - Welcome!

Are you a financial advisor or RIA? View your accounts, statements,. Values, and more. Roll Funds Into CollegeCounts. Withdrawing Funds for College. An investor should consider the investment objectives, risks and charges and expenses associated with the Program before investing. This information is contained in the Program Disclosure Statement. Please read it carefully before investing.

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Are you a financial advisor or RIA? View your accounts, statements,. Values, and more. Roll Funds Into CollegeCounts. Withdrawing Funds for College. An investor should consider the investment objectives, risks and charges and expenses associated with the Program before investing. This information is contained in the Program Disclosure Statement. Please read it carefully before investing.
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CollegeCounts 529 Advisor - Welcome! | ubtdev.com Reviews

https://ubtdev.com

Are you a financial advisor or RIA? View your accounts, statements,. Values, and more. Roll Funds Into CollegeCounts. Withdrawing Funds for College. An investor should consider the investment objectives, risks and charges and expenses associated with the Program before investing. This information is contained in the Program Disclosure Statement. Please read it carefully before investing.

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Share your college-savings strategy

http://www.ubtdev.com/loveyour529.asp

Share your college-savings strategy. You’re enjoying the tax advantages, flexibility, and options that come along with saving for college with CollegeCounts. Isn’t it time to tell your friends and family how they can save for their loved ones’ futures as well? An investor should consider the investment objectives, risks and charges and expenses associated with the Program before investing. This information is contained in the Program Disclosure Statement. Please read it carefully before investing.

2

CollegeCounts 529 Advisor - Site Map

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An investor should consider the investment objectives, risks and charges and expenses associated with the Program before investing. This information is contained in the Program Disclosure Statement. Please read it carefully before investing. If you are not an Alabama taxpayer, consider before investing whether your or the designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program.

3

CollegeCounts 529 Advisor - Forms

http://www.ubtdev.com/faqs.asp

Who can open an account? An account can be established by an individual, a UGMA/UTMA custodian, certain legal entities, or a trust. There are no income or residency requirements. How do I open an account? Your investment professional can guide you through the steps to get enrolled. Who can be a beneficiary? Anyone, including yourself, can be named as a beneficiary. There are no age, income, or residency limitations. Each account can have one designated beneficiary. Who can make contributions? To transfer...

4

CollegeCounts 529 Advisor - Welcome!

http://www.ubtdev.com/index.asp

Are you a financial advisor or RIA? View your accounts, statements,. Values, and more. Roll Funds Into CollegeCounts. Withdrawing Funds for College. An investor should consider the investment objectives, risks and charges and expenses associated with the Program before investing. This information is contained in the Program Disclosure Statement. Please read it carefully before investing.

5

CollegeCounts 529 Advisor - Forms

http://www.ubtdev.com/forms.asp

COMPLETE WITH YOUR FINANCIAL ADVISOR. To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your CollegeCounts 529 account. Automatic Investment Plan Form. Sign up for an automatic investment plan from your bank account. Change of Account Owner Form. To change the account owner. Change of Designated Beneficiary Form. To change the designated beneficiary. Change of Investment Option Form. To change investment portfolios. An in...

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CollegeCounts 529 Advisor - Welcome!

Are you a financial advisor or RIA? View your accounts, statements,. Values, and more. Roll Funds Into CollegeCounts. Withdrawing Funds for College. An investor should consider the investment objectives, risks and charges and expenses associated with the Program before investing. This information is contained in the Program Disclosure Statement. Please read it carefully before investing.

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