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Automatic Investing

Help ensure that your SMART529 investment continually grows.

Questions?

SMART529 Customer Service:
Toll-free call: 1-866-574-3542
Fax: 1-877-486-9270

Representatives are available during business hours, Monday-Friday, 8 a.m. to 6 p.m. EST.

Standard Mail:
SMART529 WV Direct
P.O. Box 55362
Boston, MA 02205

Overnight or Registered Mail:
SMART529 WV Direct
95 Wells Ave, Suite 155
Newton, MA 02459

WV Prepaid Tuition Plan

As of March 8, 2003, The West Virginia Prepaid Tuition Plan is closed to new enrollments. This does not affect those already enrolled in the plan.

For Account Owners

Account owner options for accessing and managing your account:

By Internet – Log in to your account to:

Get your investment options, account and portfolio values
Make a one-time contribution
Adjust portfolio allocations
Add bank instructions
Change password or username
Change your mailing address
View transaction history

Order duplicate statements
Get year-end tax information
Download forms and offering statements
Research fund performance history
Register for eDelivery of statements and confirms
Sign up for the Automatic Investment Program

By Phone – 866-574-3542:

Get your investment options, account and portfolio values
Make a one-time contribution
Adjust portfolio allocations
Order duplicate statements
Get year-end tax information
View underlying fund objectives
Research history

MUN 101171

Updated 03/08/2013

The Hartford

West Virgina College Prepaid Tuition and Savings Program Board of Trustees

Office of the State Treasurer, John Perdue. Read his Smart529 Statement.

West Virginia
State Treasurer's
website

SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees and is administered by Hartford Life Insurance Company.

West Virginia provides its residents with tax advantages for investing in SMART529. If you reside in or have taxable income in a state other than West Virginia, you should consider whether your state has a qualified tuition program that offers favorable state income tax or other benefits exclusive to your state's program that are not available under the SMART529 program.

Non-qualified withdrawals are taxable as ordinary income to the extent of earnings and may also be subject to a 10% federal income tax penalty. Such withdrawals may have state income tax implications.

Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College Prepaid Tuition and Savings Program, the West Virginia State Treasurer's Office, Hartford Life Insurance Company, The Hartford Financial Services Group, Inc., the investment sub-advisors 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 and charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained on this website or by calling toll-free (866) 574-3542. Please read them carefully before you invest or send money. SMART529 is distributed by Hartford Investment Financial Services, LLC. Member SIPC.

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.