[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-264838-105":59,"doc-detail-264838-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","iadvisor-529-plan-account-application-complete-the-application-to-establish-an-account","IAdvisor 529 Plan Account Application - Complete the Application to Establish an Account","","IAdvisor 529 Plan Account Application collects required information to establish an IAdvisor 529 plan account, including account owner and mailing details, identification numbers, and date of birth requirements. It covers registration choices such as individual accounts, UGMA/UTMA custodial accounts, and trust/estate accounts, and outlines restrictions for UGMA/UTMA custodians and beneficiary changes. The form also gathers trustee/executor details, optional successor account owner information, designated beneficiary information, and selected investment options, including age-based or static allocation strategies.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/iadvisor-529-plan-account-application-complete-the-application-to-establish-an-account/264838/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/iadvisor-529-plan-account-application-complete-the-application-to-establish-an-account/264838.png","ImageObject",300,407,{"name":92,"@type":93},"wps_ap_test_251126_0180","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-18","2026-09-14",true,{"@type":102,"interactionType":103,"userInteractionCount":44},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What information is required before opening an IAdvisor 529 Plan account?","Question",{"text":112,"@type":113},"The application requires the account owner (or entity) name, street address, date of birth, and Social Security/taxpayer identification number. If acting as attorney-in-fact, instructions must be requested from the Program Manager.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"What are the available registration types in this application?",{"text":117,"@type":113},"The application provides options for an Individual Account, UGMA/UTMA custodial account (with beneficiary-focused restrictions), or Trust/Estate (requiring trust/estate title and signature pages).",{"name":119,"@type":110,"acceptedAnswer":120},"How do I choose investment options for the account?",{"text":121,"@type":113},"Select the share class (defaulting to Class A if none is chosen) and then choose one investment strategy: Age-Based Investment or a Static Allocation option. The form specifies that only one option may be selected for an account (except for single fund options).","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},264838,1789390321,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":44,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":39,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":129,"read_time":46,"preview_page_count":4},8796095027276,"https://avatar.qwps.com/avatar/d3BzX2FwX3Rlc3RfMjUxMTI2XzAxODA=","IAdvisor 529 Plan Account Application  \nComplete this application to establish an IAdvisor 529 Plan account. If you would like help completing this application, contact your financial advisor or call 1-800-774-5127. Information is also available online at www. iadvisor529Plan.com.  \nBroker/dealer BIN:   (if applicable)  \nIMPORTANT INFORMATION: Prior to opening an account, we require that you provide us with your name/entity’s name, street address, date of birth, and Social Security/taxpayer identification number. If you are establishing an account as attorney-in-fact on behalf of the Account Owner, contact the Program Manager for instructions on properly establishing the account.  \n1 Registration and Mailing Address  \nTo help ensure timely and accurate processing of this form, please print clearly.  \nChoose One:  \n□ Individual Account  \n□ UGMA/UTMA: State   If I am funding this account with cash proceeds from the sale of assets held in a UGMA/ UTMA custodial account for the benefit of the designated Beneficiary of this account, I am doing so in my capacity as Custodian for the designated Beneficiary. I understand, as Custodian for a UGMA/UTMA 529 account, that I will not be able to change the designated Beneficiary for this account or make withdrawals, other than for the benefit of the designated Beneficiary, as permitted under the laws governing the UGMA/UTMA custodial account. I understand that these same restrictions apply to other contributions made into this account, regardless of the source of funds.  \n□ Trust/Estate: We require a copy of the title and signature pages of the trust/estate document with the application.  \n\n| Name of Account Owner, Custodian, Trustee or Executor (first, middle initial, last) |\n| --- |\n| Name of trust or estate (if applicable) |\n| U.S. residential street address |\n| U.S. mailing address (if different than U.S. residential street address)\u003Cbr>_ _ |\n\nE-mail address  \nSocial Security/taxpayer ID number  \nU.S. taxpayer identification number  \n\n| City |\n| --- |\n| City |\n\nDaytime phone  \n\n| Date of birth (mm/dd/yyyy) Must be 18 or older |  |\n| --- | --- |\n| Date of trust (if applicable) |  |\n| State\u003Cbr>State | ZIP code\u003Cbr>ZIP code |\n\nEvening phone  \nCitizenship of Account Owner: □ U.S. Citizen □ Resident alien (Nonresident aliens are not eligible to participate in the Program.) Country of organization: □ United States (entity must be organized in the United States to be eligible to participate in the Program)  \n□ I am an employee ofVoya  \n2 Trustee or Executor Information  \nTo list additional trustees, include all information in this section on a separate sheet.  \nCity State ZIP code City State ZIP code  \n3 Successor Account Owner for Individual Accounts  \nCall 1-800-774-5127 for the appropriate form to designate a Successor Account Owner on a UGMA/UTMA custodial account.  \nAn Account Owner may designate a Successor Account Owner to assume control of the account upon the Account Owner’s death. The Account Owner may revoke or change a Successor Account Owner at any time.  \n_____________________________________________ _____________________ ____________________  \nName of Successor Account Owner (first, middle initial, last) or entity Social Security/taxpayer ID number Date of birth (mm/dd/yyyy)  \nMust be 18 or older  \nU.S. residential street address City State ZIP code Citizenship: The Successor Account Owner must be a U.S. citizen or a resident alien.  \n4 Designated Beneficiary Information  \nThe Beneficiary is the prospective student. All information in this section is required to establish an account.  \n\n| Name of designated Beneficiary (first, middle initial, last) |\n| --- |\n| U.S. residential street address |\n\nRelationship to Account Owner  \n_____________________    \nSocial Security/taxpayer ID number Date of birth (mm/dd/yyyy)  \n___________________ ______ _________  \nCity State ZIP code  \nCitizenship: □ U.S. Citizen □ Resident alien  \n(Nonresident aliens are not eligible to participate in the Pr","cbCainGPnDFzRs0v","https://ap.wps.com/l/cbCainGPnDFzRs0v","pdf",329240,"English","# Registration and Mailing Address\n## Trustee or Executor Information\n## Successor Account Owner for Individual Accounts\n## Designated Beneficiary Information\n## Investment Options","[{\"question\":\"What information is required before opening an IAdvisor 529 Plan account?\",\"answer\":\"The application requires the account owner (or entity) name, street address, date of birth, and Social Security/taxpayer identification number. If acting as attorney-in-fact, instructions must be requested from the Program Manager.\"},{\"question\":\"What are the available registration types in this application?\",\"answer\":\"The application provides options for an Individual Account, UGMA/UTMA custodial account (with beneficiary-focused restrictions), or Trust/Estate (requiring trust/estate title and signature pages).\"},{\"question\":\"How do I choose investment options for the account?\",\"answer\":\"Select the share class (defaulting to Class A if none is chosen) and then choose one investment strategy: Age-Based Investment or a Static Allocation option. The form specifies that only one option may be selected for an account (except for single fund options).\"}]","IAdvisor 529 Plan Account Application - Complete the Application to Establish an Account | PDF"]