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Scholar Share College Savings Plan Incoming Rollover Form Questions? Call toll-free 1.800.544.5248 Or write to the Plan at P.O. Box 55205 Boston, MA 02205-5205 Visit www.ScholarShare.com Instructions
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How to fill out rollover form - scholarshare
Point by point instructions for filling out the rollover form - ScholarShare:
01
Begin by gathering all the necessary information and documents. You will need your personal details such as your name, social security number, address, and contact information. Additionally, have any relevant account information from the other plan you wish to rollover.
02
Visit the ScholarShare website and locate the rollover form. Usually, the form can be found under the "Forms" or "Account Management" section. Download and print the form to proceed.
03
Start by filling out your personal information at the top of the form. Provide accurate and up-to-date details to ensure smooth processing.
04
Look for the section that specifically asks for information regarding the plan you wish to rollover. Fill in the necessary fields, including the account name, account number, and type of account you are transferring from.
05
If the rollover involves a contribution that was made within the previous 60 days, ensure that you mark the appropriate boxes and include any relevant documents as instructed.
06
Carefully read and follow any additional instructions provided on the form. Some forms may require you to obtain signatures or notarization.
07
Double-check all the information you have filled in to ensure accuracy and completion. Mistakes or missing information can cause delays in processing your request.
08
After completing the form, make a copy for your records. It's always a good idea to keep a copy of all forms and documents related to your finances.
Who needs the rollover form - ScholarShare?
The rollover form - ScholarShare is required by individuals who have a ScholarShare 529 plan and wish to transfer funds from another qualified plan into their ScholarShare account. This form is also necessary for anyone who intends to make a rollover contribution, especially if the previous contribution was made within the previous 60 days.
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What is rollover form - scholarshare?
Rollover form - scholarshare is a form used to transfer funds from one ScholarShare account to another without incurring tax liabilities.
Who is required to file rollover form - scholarshare?
Account holders looking to transfer funds from one ScholarShare account to another are required to file rollover form.
How to fill out rollover form - scholarshare?
To fill out rollover form - scholarshare, account holders need to provide details of the account they are transferring from and the account they are transferring to.
What is the purpose of rollover form - scholarshare?
The purpose of rollover form - scholarshare is to facilitate the tax-free transfer of funds between ScholarShare accounts.
What information must be reported on rollover form - scholarshare?
Rollover form - scholarshare must include details of the account being transferred from, the account being transferred to, and the amount being transferred.
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