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FirstBank Holding Co. Fillable Forms

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Fillable Rollover Certification Form - FirstBank

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Rollover Certification 529 Plan Administrator Information FirstBank 10403 West Colfax Avenue Lakewood, CO 80215 (303) 232-2000 529 PLAN ACCOUNT IDENTIFICATION (ACCOUNT OWNER'S SOCIAL SECURITY NUMBER) Designated Beneficiary Information BENEFICIARY NAME (FIRST, MIDDLE INITIAL, LAST) DATE OF BIRTH SOCIAL SECURITY OR TAX ID NUMBER ADDRESS NUMBER AND STREET ADDRESS CONTINUED CITY, STATE, ZIP CODE HOME PHONE CELL PHONE 529 Plan to 529 Plan Rollover Requirements To be an eligible rollover, both questions must be answered NO


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csa rollover certification

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