Get the free 529 Rollover Request Form - Franklin Templeton Investments
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529 ROLL 11/15 Franklin Templeton 529 College Savings Plan1 Rollover/Transfer Request Form Uses this form to request a rollover or transfer from another Section 529 program, Cover dell Education Savings
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How to fill out 529 rollover request form
How to Fill Out a 529 Rollover Request Form:
01
Gather all necessary information: Before filling out the form, make sure you have all the required information handy. This may include your personal details, such as your name, address, and social security number, as well as the account information for both the current 529 plan and the plan you wish to rollover funds into.
02
Download or obtain the form: Visit the official website of the 529 plan administrator or contact their customer service to obtain the specific 529 rollover request form. Many forms are available in PDF format online, which you can easily print out.
03
Read the instructions carefully: Take the time to thoroughly read the instructions provided with the form. This will help ensure that you understand the process and provide accurate information.
04
Provide your personal information: Begin by entering your personal information in the designated fields on the form. This may include your full name, address, telephone number, and social security number. Ensure that the information is accurate and legible.
05
Enter the current 529 plan details: Provide the details of the current 529 plan from which you wish to rollover funds. This usually includes the plan's name, account number, and the approximate amount you wish to rollover.
06
Enter the new 529 plan details: Provide the information for the new 529 plan where you want the funds to be transferred. This includes the plan's name, account number, and any specific instructions or restrictions regarding the rollover.
07
Sign and date the form: Review the completed form to ensure all information is accurate and complete. Sign and date the form as required. Some forms may require a notarized signature, while others may only require your regular signature.
08
Submit the form: Follow the instructions provided in the form to submit it. This may involve mailing the form to a specific address or submitting it electronically through the plan administrator's online portal.
Who needs a 529 rollover request form?
01
Individuals who currently have funds in a 529 plan and wish to transfer or rollover those funds into a different 529 plan.
02
Parents or guardians who want to move their child's college savings from one 529 plan to another for various reasons, such as better investment options, lower fees, or a change in beneficiaries.
03
Individuals who want to consolidate multiple 529 plans into a single plan for easier management and administration.
04
Those who have excess funds in a 529 plan and want to distribute those funds to another qualified educational account without incurring tax penalties.
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What is 529 rollover request form?
The 529 rollover request form is a document used to transfer funds from one 529 savings plan to another without incurring taxes.
Who is required to file 529 rollover request form?
Anyone who wishes to transfer funds from one 529 savings plan to another is required to file the 529 rollover request form.
How to fill out 529 rollover request form?
You can fill out the 529 rollover request form by providing your personal information, details of the current 529 plan, and the plan to which you want to transfer the funds.
What is the purpose of 529 rollover request form?
The purpose of the 529 rollover request form is to facilitate the transfer of funds between 529 savings plans without tax consequences.
What information must be reported on 529 rollover request form?
The 529 rollover request form typically requires information such as account details, plan names, and the amount to be transferred.
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