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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 T...
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How to fill out firstbank address 529 rollover
Point by point instructions on how to fill out firstbank address 529 rollover:
01
Start by obtaining the necessary paperwork from FirstBank for the 529 rollover. This may include a specific form or document.
02
Fill out the required personal information, such as your name, address, and social security number, on the provided form. Ensure the accuracy of the information provided.
03
Indicate that you are performing a rollover from another 529 plan by checking the appropriate box or providing the necessary information.
04
Provide the necessary details about the existing 529 plan, such as the account holder's name, the plan's name, and the account number. Double-check the accuracy of the information before continuing.
05
Include any additional documentation required by FirstBank for the rollover process. This may include proof of account ownership, such as a statement or account confirmation letter from the current 529 plan.
06
Review the completed form and all attached documentation to ensure everything is filled out correctly and accurately.
07
Once satisfied with the provided information, sign and date the form as required. It is important to follow any specific instructions provided by FirstBank regarding the signature.
08
Submit the completed form and any accompanying documentation to FirstBank using the preferred method indicated by the bank. This may involve mailing the documents or visiting a local branch in person.
Who needs firstbank address 529 rollover?
01
Individuals who currently have a 529 plan with another financial institution and wish to transfer the funds to FirstBank's 529 plan.
02
Account holders who want to take advantage of potential benefits or features offered by FirstBank's 529 plan, such as lower fees, investment options, or customer service.
03
Parents, guardians, or individuals responsible for a beneficiary's education expenses who want to consolidate their 529 plans under a single provider for simplicity and management purposes.
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What is firstbank address 529 rollover?
The FirstBank address 529 rollover refers to the process of transferring funds from a 529 college savings plan to a new account with FirstBank. This allows individuals to continue saving for educational expenses with FirstBank as the custodian of the funds.
Who is required to file firstbank address 529 rollover?
Individuals who have an existing 529 college savings plan and wish to transfer it to a new account with FirstBank are required to file the firstbank address 529 rollover.
How to fill out firstbank address 529 rollover?
To fill out the firstbank address 529 rollover, individuals need to contact FirstBank and provide the necessary information such as account details and the amount to be transferred. FirstBank will guide them through the process.
What is the purpose of firstbank address 529 rollover?
The purpose of the firstbank address 529 rollover is to allow individuals to transfer their existing 529 college savings plan to FirstBank for better management and continued savings for educational expenses.
What information must be reported on firstbank address 529 rollover?
The information that must be reported on the firstbank address 529 rollover includes details of the existing 529 college savings plan, such as the account number and the amount to be transferred.
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