主要内容开始

表格及税务文件

State Farm®529储蓄计划表格


要保存的表格

State Farm客户关系摘要

Review and discuss with State Farm registered representative before opening an account.

州立农场529储蓄计划服务范围

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

529计划帐户受益人变更表

Change the beneficiary on an existing plan or transfer a portion of the account assets to a new beneficiary's account.

529计划帐户额外供款表格

Make an additional contribution to a State Farm 529 储蓄 Plan.

529计划提款申请表

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.

529计划帐户投资选择更改表格

Request an investment option 改变 (allowed twice per calendar year) or 改变 future contribution allocations.

529罗斯个人退休帐户展期表

申请直接转到罗斯个人退休账户.

529计划账户工资直接存款

开始, 改变, or stop payroll direct deposit instructions on your existing State Farm 529 储蓄 Plan.

529计划帐户特性

开始, 改变, or stop automatic bank transfers or add or 改变 bank information for electronic contributions.

529计划账户有限授权书

指定一个人, 公司, or other entity as your agent with limited authority to act on your Plan.

529计划帐户组织决议

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.

529计划账户授权书

指定一个人, 公司, or other entity as your agent with complete authority to act on your Plan.

可信联系人指定表格

529计划隐私声明

国家农场直接资金转移表

州农场账户所有者变更表

State Farm Change of Account Successor Add or Change Form

州农场帐户更新表


纳税申报表


 

Read through this summary to learn more about tax forms.

股息及资本利得

This document contains information about dividends and capital gains.

共同基金税收概述

This document will provide you basic information about taxation on mutual funds.

成本的基础上

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.

相关税表

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