Get the free Complete This Form to Initiate a Rollover/Transfer From

Rollover Form Complete This Form to Initiate a Rollover/Transfer From Another 529 Plan or Coverdell to CollegeCounts Return this Form to Overnight Mail CollegeCounts 529 Fund P. I. Last Beneficiary Name First M. I. Last Last 4 digits of Beneficiary s Social Security Number or Taxpayer Identification Number If you do not have an existing CollegeCounts Account you must complete a CollegeCounts Enrollment form. Account to be Rolled Over PLEASE PROVIDE A COPY OF A CURRENT ACCOUNT STATEMENT 529...

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