Make a Contribution

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.

 

If you're the account owner:
You have several options for contributing to your own account
Online Log in to SMART529 Online.
By phone Call Customer Service (1-866-574-3542). Be ready with your bank account information (bank routing number and your account number and type) and contribution amount.
Automatically on a regular schedule With SMART529's Automatic Investment Program, you can have regular contributions transferred from your bank account automatically. You don't have to remember!
By mail Mail a coupon to us with your contribution. These are sent with your account statement. Complete the coupon, noting the beneficiary account number on your Statement of Account. Mail the completed coupon and your check to the address provided on the coupon.

 

If you're contributing to someone else's account:
Online Contribute by mail using our gift coupons and gift receipts. Send the completed coupon in with your check and present the gift receipt to the account beneficiary. Be sure to obtain the SMART529 account number from the account owner to ensure that your gift is applied to the proper account. gift

 

 

   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."

Include the nine-digit beneficiary account number to ensure your contribution is posted properly.

 

 

3305653

 

 

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. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in SMART529 Direct. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisers for the Underlying Funds or any depository institution. Investments in SMART529 are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.

Investments in SMART529 are subject to certain charges, which will reduce the value of your Account as they are incurred. Please see the Offering Statement for details of charges or fees that apply to the specific SMART529 savings plan.

This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, you should consult your own tax or legal counsel for advice.

You should carefully consider the investment objectives, risks, charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529, including privacy notices, and the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained by calling (866) 574−3542. Please read them carefully before you invest or send money. SMART529 is distributed by Hartford Funds Distributors, LLC. Member SIPC.

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.

© Copyright 2024 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value

Logo - The Board of Trustees of the West Virginia College and Jumpstart Savings Programs THE SEAL OF THE STATE TREASURER OF WEST VIRGINIA - West Virginia’s State Treasurer’s Office Hartford Funds Logo - Our benchmark is the investor®