- Education Funding Profile : Product Profile

» Full Name:

Address:

City:

State:

Zip:

» Phone:

Email Address:

Age Child 1:

Age Child 2:

Age Child 3:

Age Child 4:

Age Child 5:

Age Child 6:

Do you have children that are especially gifted or require special needs?

Yes No

Are you familiar with your state's education funding incentives?

Yes No

What type of school do you want your children to attend (i.e. public, private, vocational)?

Do you know the current tuition cost of this type of school?

Yes No

What percent of the total cost do you want to cover? (%)

Do you currently have a savings plan setup?

Yes No

What's the current value? ($)

How much are you contributing annually? ($)

Do you feel you are saving adequately to reach this goal?

Current savings plan, current value and annual contributions

UGMA/UTMAM

Yes No

Present Value ($)

Annual Contribution Amount ($)

529 Plan

Yes No

Present Value ($)

Annual Contribution Amount ($)

Coverdell

Yes No

Present Value ($)

Annual Contribution Amount ($)

GE-41729 (10/07)