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Sponsored by the State of New York, the Advisor-Guided Plan provides a tax-advantaged way for families to save for the future costs of higher education. Results 1 - 12 of 15 The following literature and forms are available for download to help you learn more about the Advisor-Guided Plan as well as service your New York's 529 Advisor-Guided College Savings Program Type in your information and print out the completed form, or print clearly, preferably in capital New York's 529 Advisor-Guided College Savings Program it may be subject to both New York state and federal income tax and a 10% federal penalty tax on. Complete this form to make additional contributions to an established New York's 529 Advisor-Guided College Savings Program. (“Advisor-Guided Plan” or Advisor clients can receive potential benefits by choosing New York's 529 Advisor-Guided College Savings Program for your clients. 529-related Insights. CONTACT US. Phone. Investor Service Center: 1-800-774-2108. Advisor Service Center: 1-855-JPM-6657. (1-855-576-6657) Email. General correspondence. Regular Mail: New York's 529 Advisor-Guided College Savings Program. P.O. Box 55498. Boston, MA 02205. New York's 529 Advisor-Guided College Savings Program. Enrollment Application. Return this form and any other required documents to: .. For purposes of a NY state tax deduction, the contribution check must be from the Account Owner New York's 529 Advisor-Guided College Savings Program This form will authorize the change of the Financial Advisory firm listed on your New York's 529 governed, and interpreted in accordance with the laws of the State of New York.Return this form and any other required documents to: New York's 529 Advisor-Guided College Savings Program® P.O. Box 55498. Boston, MA 02205-5498. New York's 529 Advisor-Guided College SavingsProgram® 95 Wells Avenue, Suite 155. Newton, MA 02459.