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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
Effective URL: https://portal.ubtrust.com/Portal/PAPort/nestdirect/
Submission: On November 03 via manual from US — Scanned from DE
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Loading... Skip to Main Content * Account * New Account Setup * User Settings * Logout Open sidebar menu Open Transact Online Response Needed Log out * Required fields are marked by asterisk Enter Web User Info Or login using existing credentials. Enter User Name* Enter Password* Re-enter Password* Phone* Phone Email* Re-enter Email* Enter User Nickname Select the Security Questions and Answers Security Question 1* Security Question 1 Answer* Security Question 2* Security Question 2 Answer* Security Question 3* Security Question 3 Answer* Username already exists. Try another? Else, to login with the same use 'Or login using existing credentials' link provided on top. Web User Profile Verify your email address A verification code has been sent to your email address . Please enter the code below to continue. Enter authentication code Enter authentication code Didn't receive a code? Make sure your email address is correct. Please wait for sometime before generating a new code. Click here to send a new code. Select Your Investment Goal No Investment Goal(s) to show. I Agree Select Account Type Select Share Class Share Class* * Required fields are marked by asterisk The '' is highlighted below based on the risk and time horizon determined from your answers. However, you may select any of the following options. Select Asset Allocation Model * No Asset Allocation Model(s) to show. Investments Investments () Investments * Required fields are marked by asterisk * Re-enter * First Name* Middle Initial Last Name* Date of Birth* Gender Do you want to use Account Owner’s /TIN to link all your accounts for web access in the future? Accept Terms and Conditions I Agree * Required fields are marked by asterisk or TIN* * Re-enter * TIN* Re-enter TIN* Date of Birth* I Agree Gender Country of Origin/Tax Residence* Tax Payer Type* * Re-enter * TIN* Re-enter TIN* 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 Delete 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 Delete 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* Delete * 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 I Agree * 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 Yes No