Get the free NextGen College Investing Plan Change of Participant Form
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Complete this form if you would like to transfer all of your assets from your NextGen College Investing Plan Account to a new Participant. This form may only be used to change the Participant on the
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How to fill out NextGen College Investing Plan Change of Participant Form
01
Obtain the NextGen College Investing Plan Change of Participant Form from the official website or your financial advisor.
02
Fill in the current participant's information, including their name, address, and account number at the top of the form.
03
Provide the new participant's information, including their name, address, and Social Security number in the designated section.
04
Indicate the reason for the change in participant on the form if required.
05
Sign and date the form where indicated by the current participant.
06
If the new participant is a minor, ensure that a parent or legal guardian signs the form as well.
07
Submit the completed form via mail or fax to the address or number specified on the form.
Who needs NextGen College Investing Plan Change of Participant Form?
01
Individuals who want to change the designated participant of a NextGen College Investing Plan account.
02
Parents or guardians wishing to transfer their account to a child or benefactor.
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People Also Ask about
Can I switch 529 providers?
To start, it is absolutely possible to transfer a 529 to another beneficiary. When transferring a plan to a new beneficiary, that person must be considered an eligible family member of the original beneficiary to avoid owing federal income taxes and a 10% federal penalty on withdrawals.
Can you change the participant on a 529?
All 529 plans allow the account owner to change the designated beneficiary, and it's actually quite simple to do.
How much does NextGen 529 plan charge?
Total Annual Asset-Based Fees, which include program fees and underlying fund expenses, range from 0.00% to 0.56% of a portfolio's average annual net asset value. Other fees and charges may apply. Fund expenses can change, affecting total annual asset-based fees.
Can you change participant on 529?
Q. Can I change the beneficiary of a 529 plan I have set up? A. Yes. There are no tax consequences if you change the designated beneficiary to another member of the family.
What is the fax number for NextGen 529?
or submit by Fax: 1-877-229-7160. For assistance, call 1-877-463-9843.
Can you transfer a 529 to someone else?
Federal tax law allows one tax-free rollover of any or all of your 529 accounts from your current 529 plan to a different 529 plan once in any 12-month period. You may get around the 12-month restriction by naming a different family member as the plan beneficiary of the 529 plan you are rolling into.
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What is NextGen College Investing Plan Change of Participant Form?
The NextGen College Investing Plan Change of Participant Form is a document used to officially request a change in the participant on an investment account associated with the NextGen College Investing Plan.
Who is required to file NextGen College Investing Plan Change of Participant Form?
Any current participant in the NextGen College Investing Plan who wishes to transfer their account to a new participant is required to file this form.
How to fill out NextGen College Investing Plan Change of Participant Form?
To fill out the form, you must provide the current participant's information, the new participant's information, and any required signatures. Make sure to follow the guidelines provided on the form for any additional documentation needed.
What is the purpose of NextGen College Investing Plan Change of Participant Form?
The purpose of the form is to facilitate the legal transfer of rights and responsibilities from one participant to another in the NextGen College Investing Plan.
What information must be reported on NextGen College Investing Plan Change of Participant Form?
The form must include the current participant's name, account number, new participant's name, contact information, and signatures from both parties to authorize the change.
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