consult the Bright Directions College Savings Program Disclosure Statement and your financial, tax, or legal advisor. Direct Rollover from another Qualified 529 Plan Coverdell Education Savings Account Qualified U. S. Savings Bond If you select this option, you must complete the Rollover Form and submit it with this Enrollment Form.Learn More About the Benefits of Bright Start 529 Plan. Bright Start Earns Elite Gold Rating! Read More. Bright Start Study Hall download an enrollment form, or finish your existing application combined contributions to the Bright Directions College Savings Program, the Bright Start College Savings Program, and CollegeIllinois! during bright directions 529 enrollment form
The Illinois Bright Directions AdvisorGuided 529 College Savings Program, sold through brokers and feebased financial advisors, features an extensive multimanager platform offering a large number of agebased, static multifund, and individualfund options.
The Bright Directions AdvisorGuided 529 College Savings Program is sponsored by the State of Illinois and administered by the Illinois State Treasurer, as Trustee. Union Bank& Trust Company serves as Program Manager and Northern Trust Securities, Inc. , acts as Distributor. Bright Directions College Savings Program College Illinois! If you do not have an existing Bright Start Account, you must complete a Bright Start Enrollment Form. 3. Account to be Rolled Over Rollover Instructions to Current 529 Program Manager or CESA Custodian.bright directions 529 enrollment form Enrollment Form To be completed with your financial advisor. Rollover Form To initiate a rollovertransfer of assets from another 529qualified tuition program or from a Coverdell Education Savings Account to your Bright Directions account. Deposit Coupons To add funds to an existing Bright Directions account.