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Combining innovative technology and results-oriented business practices, Ascensus developed the first 529-specific platform, Unite ®.In one easy-to-use online interface, Unite integrates eight modules that facilitate customer relationship management, phone and email technology, mail imaging, workflow, transaction processing, compliance, automated backup, and more. 1. Common Questions - CollegeBound Saver 529 Plan Stable Value Portfolio RI - CollegeBound Saver 529 Plan If you use a teletypewriter (TTY) or other telecommunication device for the deaf (TDD), you may contact us via a relay service. CollegeBound 529 CollegeBound 529. Where Education Takes Flight - NEST Advisor 529 College ... Transfer amount (Check and complete Section 3A or 3B.) Phone: 410-783-2905 | Fax: 410-727-5786. Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound Saver account. 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CollegeAccess 529 can offer South Dakota residents the option of investing directly without the assistance of a financial professional. Box 55986 Boston, MA 02205-9714 For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or visit . Entire balance. Available 8:00 a.m. to 7:00 p.m. Growth Potential. CollegeBound 529 Account Features Form 1.877.615.4116 8 a.m. to 8 p.m. Eastern Time M-F www.coll egebound529.com Regular mailing address: CollegeBound 529 P.O. FAQ about Collegebound 529 Fax Number Who is the distributor of the CollegeBound 529 plan? CollegeBound 529 is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission. Funds can be used for qualified education expenses for schools nationwide. 2 DO NOT STAPLE ES_RIA_BC_102221 — Page 2 of 8 3. Invesco Distributors, Inc. markets and distributes CollegeBound 529. Invesco Distributors, Inc. is the distributor of CollegeBound 529. Collegebound 529 Fax Number › collegebound 529 contact › college bound 529 phone number . CollegeBound Saver is a tax-advantaged savings plan that allows Rhode Islanders to save for college affordably and conveniently. › invesco collegebound 529 plan . Invesco Advisors, Inc. serves as the Investment Manager. Contributions made by Account Owners and received by NEST Advisor 529 on or before December 31 may be eligible for a Nebraska state income tax deduction up to $10,000 ($5,000 if married filing separately). Institutional Separate Accounts and Separately Managed Accounts are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. Website. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-to-day . Rhode Island residents purchasing through advisors can use lower-cost classes RA and RZ. Invesco Contribution Manager (ICM) supplies tools for plan sponsors to efficiently manage retirement plans. Update existing information (name, address, phone number, or successor account owner information) or transfer assets to a new account owner. For more information about CollegeBound 529, contact your financial professional, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Access your account, learn more about saving for college, and explore the different options available to South Dakota residents. Contact Us 888.4MD.GRAD (463.4723) 217 E. Redwood Street Suite 1350 Baltimore, MD 21202 CollegeBound Saver is an easy, smart way to save for college. Client Services (800) 959-4246 ETF Capital Markets: (877) 983-0903 CollegeBound 529 Client Service (877) 615-4116 Invesco Managed Accounts (866) 769-2773 Mail Overnight Delivery: CollegeBound Saver 95 Wells Ave., Suite 155 Newton, MA 02459-3204. For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Invesco Distributors, Inc. is the distributor of CollegeBound 529. Use this Enrollment Form to open a CollegeBound Saver account. For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Distributors, Inc. will market and distribute CollegeBound 529. Our CollegeBound 529 portal allows you to contribute, open, manage, and withdraw from your account. › collegebound 529 phone number . 5 DO NOT STAPLE ES_RIA_RIAEN_102221 — Page 5 of 10 7. Access your closed-end fund accounts on computershare.com. Invesco Advisors, Inc. serves as the Investment Manager. Contact Person. Closed-end Closed-end. Professional financial services phone number. Update existing information (name, address, phone number, successor account owner . Invesco Distributors, Inc. markets and . For more information about the CollegeBound 529 at Work program, contact a client service representative at (877) 615-4116, Monday to Friday, 8:00 am to 8:00 pm EST. Posted: (6 days ago) Account information change form. CollegeBound 529. Send redemption proceeds by check to . Include the Account Owner name and the CollegeBound 529 Account number (if provided) on the check and enclose Rhode Island's CollegeBound 529 savings program is managed by Ascensus College Savings with Invesco Advisors, Inc. as investment manager. 1.313.667.1500. For more information about CollegeBound 529, contact your financial professional, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound Saver account. 529 College Savings Plan Ri › college bound ri 529 › college bound 529 plans . Please have this information ready before you start: For you Address, birth date, Social Security number For your beneficiary (the person for whom you're saving) Home (current) Find Courses; . The Plan Description and Participation Agreement contains this and other information about the Plan, and may be obtained by asking your financial professional, by visiting scholarsedge529.com or calling 866-529-SAVE (866-529-7283). Access your closed-end fund accounts on computershare.com. The program features a menu of age-based and static portfolio . www.gm.com. For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Rhode Island residents purchasing through advisors can use lower-cost classes RA and RZ. A. Invesco Contribution Manager (ICM) supplies tools for plan sponsors to efficiently manage retirement plans. CollegeBound 529, P.O. Rhode Island's CollegeBound 529 savings program is managed by Ascensus College Savings with Invesco Advisors, Inc. as investment manager. Investors should read these documents carefully before investing. CollegeBound 529 portfolios invest Take advantage of 2021's tax benefits by contributing to your NEST Advisor 529 account. CollegeBound 529 CollegeBound 529. Box 55987 Boston, MA 02205-9722 Overnight mailing address: CollegeBound 529 95 Wells Ave, Suite 155 Newton, MA 02459 Phone. Call us at 1-877-517-4829 or email us at clientservices@collegeboundsaver.com. includes your new CollegeBound 529 account number and CollegeBound 529's new bank routing . Invesco Distributors, Inc. is the distributor of CollegeBound 529. Invesco Distributors, Inc. markets and distributes . Get Started. Contribution Method Electronic Funds Transfer (from employee checking or savings account) Direct Deposit from employee paychecks • The following information is required to establish your company's CollegeBound 529 Employer Program. Invesco Advisors, Inc. serves as the Investment Manager. Contact Telephone Number 2. • Please select one or more Investment Options from the choices below. Rhode Island's CollegeBound 529 savings program is managed by Ascensus College Savings with Invesco Advisors, Inc. as investment manager. Authorized signature, CollegeBound 529 INSTRUCTIONS TO 529 PLAN OR CUSTODIAN. Invesco Distributors, Inc. is the distributor of CollegeBound 529. 2 DO NOT STAPLE ES_RIA_BC_102221 — Page 2 of 8 3. 300 Renaissance Center , Detroit, MI 48265-3000. 2 LEARN MORE About NEST Advisor Tax Benefits. 529 plans are flexible, tax-advantaged accounts designed specifically for education savings. Service . 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