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Indiana529 Advisor Brochure. An overview of the features and benefits of the Indiana529 Advisor Savings Plan. Disclosure Booklet. Important information about the plan, investments, expenses, and transactions. Enrollment Form.
15 lut 2023 · Let’s take a look at 529 college savings plans and how it should be reported when completing College Board’s CSS Profile. A 529 plan is a type of savings plan designed to encourage families to save for future higher education expenses.
30 wrz 2022 · The CSS profile determines institutional aid from the school, not federal aid (that’s what the FAFSA does). The CSS profile digs deeper into a family’s financial situation than the FAFSA does, with 17 sections and hundreds of questions, including asking about home equity.
529 plan assets are counted at different rates for the Student Aid Index (SAI) in the FAFSA formula. Federal guidelines are as follows: If the student is a dependent, a 529 plan account is considered as the parent's asset (if the account owner is the parent or the dependent student).
26 wrz 2024 · The CSS Profile is used to determine aid from the college or university. The form opens Oct. 1 each year, but deadlines to submit vary by college. Fee waivers are available for eligible...
28 gru 2023 · The CSS Profile asks for all the information the FAFSA requires and adds questions about annuities, home equity, retirement funds and sibling assets to build a full financial aid profile. Before you start the application process, gather the necessary documents.
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