You must make the change by your Annual Meeting. You must notify both the Internal Revenue Service (IRS) and the plan administrator of your plan's change of beneficiary or change of address within thirty (30) days of the effective date of the change. A change on a plan that is more than 30 days old can occur only if the changes required by this form are made. You must notify the Internal Revenue Service (IRS) of any change of address or beneficiary on a plan within five (5) years of filing the initial plan description. A change of address or beneficiary on a plan is not a change of name. The required notification will be provided in the most recent tax return you file and will also appear on any Form 1099-R you are required to file with IRS. An Entity Account Owner may make this change by submitting the new information to the plan administrator if you are the plan administrator or if you are an agent of the plan administrator. The change will not be effective until the effective date of such notification. If Entity Account Owners cannot or choose not to send the documentation to the plan administrator, their request is honored by the plan administrator for purposes of determining changes in plan assets for account ownership purposes.
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Minnesota College Savings Plan
Change of Beneficiary Form
Use this form to change the Beneficiary on a Plan Account (for Individual and Entity Accounts only) Questions? Call toll-free 1-877-338-4646
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What is tmn1306 chg change account?
The tmn1306 chg change account is a form used to report changes in an account.
Who is required to file tmn1306 chg change account?
Anyone who has made changes to their account is required to file a tmn1306 chg change account.
How to fill out tmn1306 chg change account?
To fill out the tmn1306 chg change account, you need to provide the relevant information and details about the changes made to your account.
What is the purpose of tmn1306 chg change account?
The purpose of the tmn1306 chg change account is to accurately record and report any changes made to an account.
What information must be reported on tmn1306 chg change account?
The specific information that must be reported on the tmn1306 chg change account depends on the nature of the changes made, but generally includes details such as the account number, date of the change, and a description of the change.
When is the deadline to file tmn1306 chg change account in 2023?
The deadline to file the tmn1306 chg change account in 2023 has not been specified. Please refer to the official guidelines or documentation for the specific deadline.
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The penalty for the late filing of the tmn1306 chg change account may vary depending on the jurisdiction and regulations. It is recommended to consult the relevant authorities or guidelines to obtain accurate information about the specific penalty.
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