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Florida 529 Savings Plan Death of Account Owner Change Form Custodial Account Owner Please use this Death of Account Owner Change Form if the following circumstances apply The account was established after May 29 2013 or the account owner opted into right of survivorship for the beneficiary. I attest and affirm that I am the parent or legal guardian of the beneficiary listed above. I authorize the Florida Prepaid College Board to change the account owner on the above-referenced account due to...

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What is death of 529 owner?

The death of a 529 owner refers to the unfortunate event of the owner of a 529 account passing away.

Who is required to file death of 529 owner?

The executor or administrator of the deceased owner's estate is responsible for filing the death of the 529 owner.

How to fill out death of 529 owner?

To fill out the death of a 529 owner, you need to provide the necessary information about the deceased owner, such as their name, Social Security number, and date of death.

What is the purpose of death of 529 owner?

The purpose of filing the death of a 529 owner is to inform the relevant authorities and the 529 plan administrator about the owner's passing.

What information must be reported on death of 529 owner?

The information that must be reported on the death of a 529 owner includes the owner's name, Social Security number, date of death, and the contact information of the executor or administrator of the estate.

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