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Submitted URL: https://portal.ubtrust.com/Portal/PAPort/nestdirect/#newaccountsetup
Effective URL: https://portal.ubtrust.com/Portal/PAPort/nestdirect/
Submission: On November 03 via manual from US — Scanned from DE

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 * Account
 * New Account Setup
 * User Settings
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your answers. However, you may select any of the following options.

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Investments
Investments ()
Investments






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*

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First Name*


Middle Initial


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* Required fields are marked by asterisk
or TIN*


*

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TIN*

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Date of Birth*


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Gender


Country of Origin/Tax Residence*


Tax Payer Type*



*

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TIN*

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Date of Birth*


Do you want to use Joint Account Owner’s to link all your accounts for web
access in the future?






* Required fields are marked by asterisk

Address Information

Registration Address in Effect.

Alternate Address in Effect.

Temporary Address in Effect.

Registration Address

Alternate Mailing Address

Temporary Address

Registration Address
RegistrationCountry*


RegistrationAddress*


RegistrationApt/Ste/Floor


RegistrationZip/Postal Code*


RegistrationCity*


RegistrationState/Province*


RegistrationPhone Registration Phone Country Code

RegistrationAlt Phone Registration Alt Phone Country Code

RegistrationEmail


+ Alternate Mailing Address
Alternate Mailing Address
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AlternateCountry*


AlternateAddress*


AlternateApt/Ste/Floor


AlternateZip/Postal Code*


AlternateCity*


AlternateState/Province*


AlternatePhone Alternate Phone Country Code

AlternateAlt Phone Alternate Alt Phone Country Code

AlternateEmail


+ Temporary Address
Temporary Address
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TemporaryStart Date*


TemporaryEnd Date*


TemporaryCountry*


TemporaryAddress*


TemporaryApt/Ste/Floor


TemporaryZip/Postal Code*


TemporaryCity*


TemporaryState/Province*


TemporaryPhone Temporary Phone Country Code

TemporaryAlt Phone Temporary Alt Phone Country Code

TemporaryEmail




* Required fields are marked by asterisk


Percent Assigned
%

Type*
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*


Percent Assigned*


SSN/TIN Indicator

SSN*

Verify SSN*


Date of Birth*


Successor Address
Same as Account Owner Address

Same as Account Owner Address

Country*


Address*


Apt/Ste/Floor


Zip/Postal Code*


City*


State/Province*


Phone*
Phone Country Code


Alt Phone
Alt Phone Country Code


Email


Type*
Delete


Legal First and Last Name*


Percent Assigned*


SSN/TIN Indicator

SSN*

Verify SSN*


Date of Birth*


Address
Same as Account Owner Address

Same as Account Owner Address

Country*


Address*


Apt/Ste/Floor


Zip/Postal Code*


City*


State/Province*


Phone*
Phone Country Code


Alt Phone
Alt Phone Country Code


Email


Total


No (s) to show
Percent Assigned
%

Type*
Delete


*


Percent Assigned*


SSN/TIN Indicator

SSN*

Verify SSN*


Date of Birth*


Address
Same as Account Owner Address

Same as Account Owner Address

Country*


Address*


Apt/Ste/Floor


Zip/Postal Code*


City*


State/Province*


Phone*
Phone Country Code


Alt Phone
Alt Phone Country Code


Email


Type*
Delete


Legal First and Last Name*


Percent Assigned*


SSN/TIN Indicator

SSN*

Verify SSN*


Date of Birth*


Address
Same as Account Owner Address

Same as Account Owner Address

Country*


Address*


Apt/Ste/Floor


Zip/Postal Code*


City*


State/Province*


Phone*
Phone Country Code


Alt Phone
Alt Phone Country Code


Email


Total




* Required fields are marked by asterisk

Beneficiary Information
SSN*

Re-enter SSN*


First Name*


Middle Name


Last Name*


Date of Birth*


Relationship*


Gender


Age Entering College*


Date Entering College*


Do you want to use Account Owner’s SSN/TIN to link all your accounts for web
access in the future?



Address Information
Same as Account Owner Address

Same as Account Owner Address

Country*


Address*


Apt/Ste/Floor


Zip/Postal Code*


City*


State/Province*


Phone*
Phone Country Code


Alt Phone
Alt Phone Country Code


Email




* Required fields are marked by asterisk

Delete
Edit
Bank Name

Bank Nickname

Bank Account Number

Bank Account Verification Status
Pending Verification
Bank Account Verification Status
Verified
Delete
Routing Number*


Bank Name*


Bank Account Number*

Re-enter Bank Account Number*


Account Owner(s) Name*


Account Type*


Bank Nickname



Delete
Routing Number*


Bank Name*


Bank Account Number*

Re-enter Bank Account Number*


Account Owner(s) Name*


Account Type*


Bank Nickname



+ Add New Bank for ACH
Bank info terms and condition
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* Required fields are marked by asterisk

Investment Election

Investment Option*


*



Select Funds

+ Add Fund


Age-Based Model*





* Required fields are marked by asterisk

Model
Select Investment(s)asset*

+ Add Investment


* Required fields are marked by asterisk

Investment Selection*


Electronic Bank Transfer Contribution Amount*


Select Bank
Delete
Edit
Bank Name

Bank Nickname

Bank Account Number

Bank Account Verification Status
Pending Verification
Bank Account Verification Status
Verified
Delete
Routing Number*


Bank Name*


Bank Account Number*

Re-enter Bank Account Number*


Account Owner(s) Name*


Account Type*


Bank Nickname



Delete
Routing Number*


Bank Name*


Bank Account Number*

Re-enter Bank Account Number*


Account Owner(s) Name*


Account Type*


Bank Nickname



+ Add New Bank for ACH

Check

Check Contribution Amount*


Make checks payable to and mail to:




Toll Free:

You will have the option to print the mailing instructions once you have
completed the online enrollment process.

Rollover

You may transfer funds from another 529 qualified tuition program. Certain rules
and requirements must be met. For more information, consult the Program
Disclosure Statement and your financial, tax or legal advisor. You will be able
to complete and print the Rollover Form at the end of the enrollment process.

Payroll

If your employer allows contributions from your pay check please print,
complete, and return the Payroll Deduction Form. You will be able to complete
and print the Payroll Deduction Form at the end of the enrollment process.

Select Contribution Year *



Investments
All investments will be considered as current year contribution.

Investments
Investments ()
Investments



Invest into Funds
Select Purchase Amount Type*


Total Contribution Amount


Select Investment(s)*

+ Add Investment

Invest on Funds
Select Investment(s)*

+ Add Investment


* Required fields are marked by asterisk

Automatic Investment cannot be setup since a verified bank account is
unavailable. You can complete this setup later from your account once the same
has been fulfilled.
If you wish to add a verified bank please go back to Bank Info step and add bank
by choosing 'Verify by logging into your bank account' method.
Or, please click on 'Skip' to proceed with the next step.
Contribution Amount*


Investments
All investments will be considered as current year contribution.
Investment Selection*


Investment Selection


Investments
Investments ()
Investments

Select Investment(s)*

+ Add Investment
Schedule
Start Date*


Final Processing Date


Frequency*


Date Qualifier*


Day of the Month*


Day of Week*


Date Qualifier 2 *


Day of the Month 2 *


Months*

Select Bank
Delete
Edit
Bank Name

Bank Nickname

Bank Account Number

Bank Account Verification Status
Pending Verification
Bank Account Verification Status
Verified
Delete
Routing Number*


Bank Name*


Bank Account Number*

Re-enter Bank Account Number*


Account Owner(s) Name*


Account Type*


Bank Nickname



Delete
Routing Number*


Bank Name*


Bank Account Number*

Re-enter Bank Account Number*


Account Owner(s) Name*


Account Type*


Bank Nickname



+ Add New Bank for ACH

Recipient Type - Account Holder
Email



Address



Document Delivery Settings Acknowledgement
I Agree





Print




-

Congratulations, your account has been successfully created.
New Account number is



We are unable to create Initial Transaction requested. Please contact
shareholder services.

Your Initial Contribution order was completed.
Confirmation number is
Forms available for download
Deposit Slip
Contribution Slip
Rollover Form
Payroll Form

Edit
Investment Goal

The Account is created with the following data
Edit
Account Type

Share Class

The Account is created with the following data
Edit
External Account Number

Group Account

Account Rep (Rep # - Rep Name (Dealer # - Branch #))

Tax Jurisdiction

Preferred Currency

Account Type

Edit

Investments
Investments ()
Investments

Auto Rebalancing Scheduler
Start Date

SchedulerFrequency


First Rebalancing Day

Second Rebalancing Day


Edit
Asset Allocation Model


Investments ()
Investments ()
Investments

Edit
First Name

Last Name

Date of Birth

Do you want to use Account Owner’s /TIN to link all your accounts for web access
in the future?



Edit
Registration Address





Alternate Mailing Address





Temporary Address





-
Edit
Name

Percent Assigned
%
Total
%
Name

Percent Assigned
%
Total
%
Edit
First Name

Last Name


Relationship:

Do you want to use Account Owner’s SSN/TIN to link all your accounts for web
access in the future?

Edit
Routing Number

Bank Name

Bank Nickname

Bank Account Number

Account Owner(s) Name

Bank Account Type

Bank Account Verification Status
Pending Verification
Bank Account Verification Status
Verified
Edit
Investment Option

Investments

Edit
Investments

Edit
Contribution Amount

Bank Name

Bank Nickname

Bank Account Number

Contribution Year

Investments
Investments ()
Investments

Investments

Investments


Edit
Contribution Amount

Investments

Investments
Investments ()
Investments

Investment Selection
Asset Allocation

Investment Selection
Choose investments
Investments

Schedule
Start Date

Final Processing Date

N/A
Frequency

Date Qualifier

Date Qualifier 2

Day of the Month

Day of the Week

Day of the Month 2

Months

Bank
Bank Name

Bank Nickname

Bank Account Number

Edit
Method
Specified Funds with Percentages
Target Balance
$

Edit
Select Allowable Investment(s)
Investment Selection Criteria


Select Distribution Options

Edit

Edit

Investments
Investments ()
Investments

Auto Rebalancing Scheduler
Start Date

SchedulerFrequency


First Rebalancing Day

Second Rebalancing Day


Edit
Asset Allocation Model


Investments ()
Investments ()
Investments




Account Number : Account Name : Beneficiary Name : Check Payable to : Check
Amount : Address Line 1 : Address Line 2 : Address Line 3 : Assistance Message
Description : Voice Phone :

You must read and accept these Terms and Conditions to open the account.

I Agree




Confirmation
Auto Rebalancing Scheduler

Create a schedule to auto rebalance your funds to match your asset allocation
model

Schedule
Start Date *


Final Processing Date


Frequency *


Date Qualifier *


*


Date Qualifier 2 *


Day of the Month 2 *


Months *

Start Date

Final Processing Date

Frequency

Months

Date Qualifier


Date Qualifier 2

Day of the Month 2


Select a step to proceed
No steps to proceed.

Model Description


Select Investments *

+ Add Investment
No Asset Allocation Model(s) to show.

Customize Model
















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