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NJ BEST 529 College Savings Plan Account Revision Form 1 Use this form to change the Account Owner, Successor Account Owner, Beneficiary, Investment Options or establish an Automatic Investment Plan
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How to fill out 529 njbest revision form

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How to fill out 529 NJBEST revision form:

01
Obtain the form: The first step is to obtain the 529 NJBEST revision form. This can be done by visiting the official website of the NJBEST program or by contacting their customer service.
02
Familiarize yourself with the form: Take some time to read through the form and understand its sections and requirements. This will help ensure that you provide accurate information while filling it out.
03
Provide personal information: The form will require you to provide personal information such as your name, address, social security number, and contact details. Make sure to fill in this information accurately and completely.
04
Provide account details: If you already have an existing NJBEST account, you will need to provide your account number and any relevant details. If you are opening a new account, follow the instructions provided on the form to complete the account setup.
05
Update beneficiary information: If you need to make changes to the beneficiary of your NJBEST account, indicate the new beneficiary's details, such as their name, social security number, and relationship to you.
06
Provide instructions for revision: In this section, clearly state the specific revision or changes you would like to make to your NJBEST account. Provide detailed explanations and any supporting documentation if required.
07
Signature and submission: Ensure that you sign the form where indicated. Review the completed form for any errors or missing information before submitting it. You may submit the form electronically or by mail, depending on the instructions provided.

Who needs 529 NJBEST revision form?

01
NJBEST account holders: Individuals who have an existing NJBEST account and need to make revisions or changes to their account details or beneficiary information will need to fill out the NJBEST revision form.
02
Individuals opening a new NJBEST account: If you are opening a new NJBEST account and need to specify any personalized instructions or revisions from the start, you will also need to complete the revision form.
03
Individuals making changes to beneficiary details: If there are any changes to be made to the beneficiary of your NJBEST account, such as updating their name, social security number, or relationship to you, you will need to fill out the revision form as well.
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529 njbest revision form is a form used to make changes or updates to an existing 529 njbest account.
Account holders who need to make changes or updates to their 529 njbest account are required to file the revision form.
To fill out the 529 njbest revision form, account holders need to provide the requested information and follow the instructions provided on the form.
The purpose of 529 njbest revision form is to allow account holders to make changes or updates to their 529 njbest account as needed.
The information that must be reported on the 529 njbest revision form may include account holder details, account information, and details of the changes or updates being made.
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