The Parties screen allows you select the plan type and add parties to a new account.
Plan Type alows you to select the type of plan desired for the new account. Available plan type options depend on the organization and policy selected on the Create Account Screen.
The Account Holder andAdditional Parties allow you to add parties to the account.
Only parties valid for the plan type are displayed.
Note: For Coverdell Education Savings,
Traditional Beneficiary and Roth Beneficiary, additional buttons display for adding the required
parties for those accounts. Be sure to add a party for each account owner, contributor and
responsible party.
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