表格及税务文件
State Farm®529储蓄计划表格
要保存的表格
Review and discuss with State Farm registered representative before opening an account.
Review prior to completing the 529 储蓄 Plan Account Enrollment Form.
State Farm 529 储蓄 Plan Program Disclosure Statement
Review and discuss with State Farm registered representative before opening an account.
新帐户需要填写的表格
State Farm 529 储蓄 Plan Account Enrollment Form
Download and complete with help from a State Farm registered representative.
529计划帐户适用性表格
The form is provided by and completed with a State Farm registered representative.
529 Plan Account Incoming Rollover Form (if applicable)
Request a direct rollover from another 529 Plan or Coverdell 教育储蓄 Account.
客户服务及更改表格
Change the beneficiary on an existing plan or transfer a portion of the account assets to a new beneficiary's account.
Make an additional contribution to a State Farm 529 储蓄 Plan.
Request a full or partial Qualified or Non-Qualified Withdrawal from your State Farm 529 储蓄 Plan, 或者是间接展期.
Request an investment option 改变 (allowed twice per calendar year) or 改变 future contribution allocations.
申请直接转到罗斯个人退休账户.
开始, 改变, or stop payroll direct deposit instructions on your existing State Farm 529 储蓄 Plan.
开始, 改变, or stop automatic bank transfers or add or 改变 bank information for electronic contributions.
指定一个人, 公司, or other entity as your agent with limited authority to act on your Plan.
Identifies the officers or other persons who are authorized to conduct transactions on State Farm 529 储蓄 Plan Account(s) on behalf of an organization.
指定一个人, 公司, or other entity as your agent with complete authority to act on your Plan.
纳税申报表
Read through this summary to learn more about tax forms.
This document contains information about dividends and capital gains.
This document will provide you basic information about taxation on mutual funds.
Correctly determining the cost basis of your shares is important for properly calculating your capital gain or loss for your federal income tax return. 本文档提供了有关成本基础的信息.
Use these tables when preparing your income tax returns.
IRS表格8937
State Farm (including State Farm Mutual 汽车mobile pp王者电子官网 Company and its subsidiaries and affiliates) is not responsible for, 不赞同或赞同, 隐式或显式, the content of any 第三方网站s hyperlinked from this page. 州立农业pp王者电子官网公司无权改变, 更新, 或控制超链接上的内容, 第三方网站. Access to 第三方网站s is at the user's own risk, is being provided for informational purposes only and is not a solicitation to buy or sell any of the products which may be referenced on such 第三方网站s.
Neither State Farm® nor its agents provide tax or legal advice.
在投资529计划之前, 考虑计划的投资目标, 风险, 指控, 和费用. 联系 the plan issuer for an official statement containing this and other information. 仔细阅读.
Securities distributed by State Farm VP Management Corp.
Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other state benefits such as financial aid, 奖学金基金, and protection from creditors that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and/or other advisor regarding their specific legal, 投资或税务情况.
Not FDIC Insured* | No Bank Guarantee | May Lose Value
(*银行储蓄投资选项除外)
AP2023/06/0644