Fidelity 529 College Savings Plan Distribution Request Form 2013 free printable template
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DO NOT STAPLE UTICA MKT7059J REQUEST 0313-Page 1 of 4 CHEST ADVISOR Distribution Request Form AN ADVISOR-SOLD PLAN MANAGED BY THE HARTFORD 529 College Savings Program Connecticut Higher Education
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How to fill out Fidelity 529 College Savings Plan Distribution
How to fill out Fidelity 529 College Savings Plan Distribution Request
01
Visit the Fidelity website and log into your account.
02
Navigate to the 529 College Savings Plan section.
03
Locate and download the Distribution Request form.
04
Fill out the form with the necessary information, including the beneficiary's details and the amount to be distributed.
05
Specify the purpose of the distribution, such as tuition or qualified expenses.
06
Review the completed form for accuracy.
07
Sign and date the form.
08
Submit the form through the specified method (online upload, fax, or mail).
09
Keep a copy of the submitted form for your records.
Who needs Fidelity 529 College Savings Plan Distribution Request?
01
Parents or guardians of a beneficiary with a Fidelity 529 College Savings Plan.
02
Account holders wishing to withdraw funds for qualified educational expenses.
03
Individuals responsible for managing the 529 plan and making distributions.
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People Also Ask about
How do I withdraw money from my MN 529?
How to Do It Online Login to your account online. Select type of “withdrawal”: Select where the funds will be sent: For funds sent to the Owner or Beneficiary, select “Partial” or “Total” account balance withdrawal. If you have more than one investment option select “Prorated amount” or “By specific portfolio”
What form do I need for 529 withdrawal?
If you're paying for school expenses from a 529 plan or a Coverdell ESA, you will likely receive an IRS Form 1099-Q, which reports the total withdrawals you made during the year.
How do I withdraw money from my 529 tax free?
The 529 plan explicitly states that earnings can be withdrawn from the account tax-free “when used for qualified education expenses of the designated beneficiary, such as tuition, fees, books, as well as room and board at an eligible education institution,” ing to the IRS.
What form do I get from IRS for 529 withdrawal?
What is IRS Form 1099-Q? IRS Form 1099-Q is a statement issued by a 529 plan or Coverdell ESA administrator that lists the amount of distributions in a given tax year. The Form 1099-Q will be issued to the beneficiary if the 529 distribution was paid to: The 529 plan beneficiary.
How do I withdraw money from my 529 plan?
You can call your plan administrator, make a request online, or submit a withdrawal request form. The plan can send withdrawals by check to the account owner, the beneficiary, or the school. You can transfer the money to yourself or the beneficiary electronically and then make payment to the school.
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What is Fidelity 529 College Savings Plan Distribution Request?
The Fidelity 529 College Savings Plan Distribution Request is a formal request to withdraw funds from a Fidelity 529 college savings account to pay for qualified education expenses.
Who is required to file Fidelity 529 College Savings Plan Distribution Request?
Account owners or beneficiaries who wish to withdraw funds from their Fidelity 529 College Savings Plan must file the distribution request.
How to fill out Fidelity 529 College Savings Plan Distribution Request?
To fill out the distribution request, provide personal information about the account owner and beneficiary, specify the amount to withdraw, and detail the purpose of the distribution along with any supporting documentation required.
What is the purpose of Fidelity 529 College Savings Plan Distribution Request?
The purpose of the request is to facilitate the withdrawal of funds from the 529 plan for qualifying educational expenses, ensuring that the funds are used in accordance with IRS regulations.
What information must be reported on Fidelity 529 College Savings Plan Distribution Request?
The information that must be reported includes the account owner's details, beneficiary information, amount requested, the purpose of the distribution, and any relevant supporting documents.
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