Get the free Florida 529 Savings Plan Address Change Form
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This form is used to update the address for anyone listed on the Florida 529 Savings Plan. It must be signed to be valid and can be mailed or faxed to the provided contact details.
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How to fill out florida 529 savings plan
How to fill out Florida 529 Savings Plan Address Change Form
01
Obtain the Florida 529 Savings Plan Address Change Form from the official website or your account portal.
02
Fill out your current personal information including your name and account number at the top of the form.
03
Clearly write your new address in the designated section.
04
Include any additional information required, such as your Social Security number or other identification details.
05
Review the form for accuracy, ensuring all information is correct and complete.
06
Sign and date the form where indicated.
07
Send the completed form to the address specified on the form, either by mail or electronically if allowed.
Who needs Florida 529 Savings Plan Address Change Form?
01
Account holders of the Florida 529 Savings Plan who have changed their residential or mailing address.
02
Beneficiaries or parents who wish to update their contact information associated with an existing account.
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People Also Ask about
How do I contact Florida 529?
1-800-552-4723 If you have any questions regarding a current Florida Prepaid College Plan insurance policy, please contact Affinity Group Underwriters at (904) 557-0503.
Can you change your Florida prepaid plan?
Yes, you may cancel your Florida Prepaid Plan at any time and for any reason. You may request a refund equal to the payments that you have made, less any fees, usage and refunds. Can the Beneficiary be changed? Plan benefits can be transferred from one student to a family member of the student.
Is a 529 plan worth it in Florida?
Our Florida 529 Savings Plan has some of the lowest fees in the nation and earnings that grow tax-free – so your money works harder for you!
What if your kid doesn't go to college in Florida prepaid?
You may transfer your Florida 529 Savings Plan to another eligible student (including yourself). Starting January 2024, you may also choose to transfer (roll over) remaining 529 Savings Plan funds to a beneficiary's Roth IRA (Individual Retirement Account).
What happens to Florida prepaid if you don't use it?
If the original student does not use their Florida Prepaid Plan benefits, you may request a refund or transfer the benefits to a sibling, step-sibling or other qualified family member.
Is the Florida prepaid college plan transferable?
Yes. Florida 529 Savings Plan ownership can be transferred at any time to an individual 18 years of age or older and a U.S. citizen or legal U.S. resident. In addition, funds may be transferred from one Florida 529 Savings Plan to another for a member of the student's family.
Can I change Florida prepaid plan?
Yes, you may cancel your Florida Prepaid Plan at any time and for any reason. You may request a refund equal to the payments that you have made, less any fees, usage and refunds. Can the Beneficiary be changed? Plan benefits can be transferred from one student to a family member of the student.
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What is Florida 529 Savings Plan Address Change Form?
The Florida 529 Savings Plan Address Change Form is a document used by account holders to update their address information for their 529 savings plan accounts.
Who is required to file Florida 529 Savings Plan Address Change Form?
Any account holder of a Florida 529 Savings Plan who moves or changes their address is required to file the Florida 529 Savings Plan Address Change Form.
How to fill out Florida 529 Savings Plan Address Change Form?
To fill out the form, provide the current address, the new address, account number, and personal identification information as required on the form.
What is the purpose of Florida 529 Savings Plan Address Change Form?
The purpose of the form is to ensure that the account holder's address is up-to-date for correspondence and account management related to their 529 savings plan.
What information must be reported on Florida 529 Savings Plan Address Change Form?
The information that must be reported includes the account holder's current address, new address, account number, and possibly contact information for verification.
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