Automatic Investment Program
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Questions? Call the SMART529 Service Center at 1-866-574-3542

The SMART529 Automatic Investment Program (AIP) is an easy way to make regular contributions to a college savings account. Just provide the dollar amount and frequency of your contributions (typically monthly), and they'll be transferred electronically from the bank or credit union account you specify to your SMART529 account.

 

  1. Online  – Follow the on-screen instructions to get started.
      

    Get Started

LOOKING FOR OTHER ACCOUNT INFORMATION?

Visit our Account Owners Page or Login

Questions? Call the SMART529 Service Center at 1-866-574-3542

Sign up in one of two ways:

  1. Online  – Follow the on-screen instructions to get started.
      

    Get Started

  1. By mail – Print and fill out the Account Features Form and mail it to the address on the form.
     

    Download Form

 

Family members and friends can participate, too

Account owners, family members and friends can all contribute to a SMART529 account through AIP.For example, suppose new parents have just set up an account for their child and opt for two deductions on the 15th and 30th of every month. Both sets of grandparents also contribute regularly.

 

Automatic Increase

With the Automatic Increase feature you can designate an annual percentage increase in your contributions to the AIP. This increase can be changed at any time. As a reminder, you'll receive notification of the increase one month before it's set to take effect. Log in to your account and set up Automatic Increase.

 

It's easy to change your automatic investments

You can change your automatic contribution amount and timetable at any time. You can also turn AIP on and off as needed. For instance, if your household budget is tight over the holidays, you can turn AIP off in November and turn it back on in February or March when your finances are back to normal.

 

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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

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