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DO NOT STAPLE USING MKT8287 ROLLOVER 1013-Page 1 of 4 New York s 529 Advisor-Guided College Savings Program Incoming Rollover Form complete this form to initiate a direct rollover from another 529
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How to fill out ny529 rollover form opens:

01
Obtain the ny529 rollover form opens from the appropriate state agency or website.
02
Fill in your personal information, such as your name, address, and Social Security number, in the designated fields on the form.
03
Indicate the amount you wish to rollover from your existing ny529 account and provide the necessary details for the receiving account, such as the account number and the name of the financial institution.
04
If applicable, specify whether the rollover is a direct rollover or an indirect rollover. A direct rollover involves transferring the funds directly from one ny529 account to another without taking possession of the funds. An indirect rollover, on the other hand, involves receiving the funds and then depositing them into the new account within the specified time frame.
05
Sign and date the form, ensuring that you have read and understood all the terms and conditions associated with the rollover.

Who needs ny529 rollover form opens:

01
Individuals who currently have a ny529 account and wish to transfer or rollover funds from one ny529 account to another may need to fill out the ny529 rollover form opens. This can include parents or guardians who want to consolidate funds from multiple accounts or change the beneficiary of the account.
02
Students who are the owners of their own ny529 accounts and wish to transfer the funds to a different ny529 account may also need to complete the rollover form.
03
Additionally, individuals who have inherited a ny529 account and want to rollover the funds to their own account may be required to fill out the ny529 rollover form opens. It is important to consult with the appropriate state agency or financial institution to determine the specific circumstances under which the form needs to be completed.
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The ny529 rollover form allows individuals to transfer funds from one NY 529 College Savings Plan account to another without tax consequences.
Individuals who wish to transfer funds from one NY 529 College Savings Plan account to another are required to file the ny529 rollover form.
To fill out the ny529 rollover form, individuals must provide information about the accounts involved in the transfer and the amount to be transferred.
The purpose of the ny529 rollover form is to allow individuals to move funds between NY 529 College Savings Plan accounts without incurring tax penalties.
The ny529 rollover form requires individuals to report information about the accounts involved in the transfer and the amount being transferred.
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