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BENEFICIARY/PORTFOLIO CHANGE U S E THIS FORM T O: Change a Beneficiary. Change a portfolio. If only changing a portfolio, this can be done online or by calling. DO NOT USE THE S FORM T O:Change the

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How to fill out ny529 beneficiary change form

01

Obtain a copy of the NY529 beneficiary change form.

02

Fill in your personal information, such as your name, address, and telephone number.

03

Provide the current beneficiary's details, including their name, date of birth, and Social Security number.

04

Indicate the percentage or dollar amount of the assets you wish to transfer to the new beneficiary.

05

Include the new beneficiary's information, such as their name, date of birth, and Social Security number.

06

Sign and date the form.

07

Attach any supporting documentation, if required.

08

Submit the completed form to the NY529 plan administrator.

Who needs ny529 beneficiary change form?

01

Anyone who currently has an NY529 account and wishes to change the beneficiary will need the NY529 beneficiary change form.

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What is ny529 beneficiary change form?

The ny529 beneficiary change form is a form used to update the designated beneficiary for a NY 529 College Savings Plan account.

Who is required to file ny529 beneficiary change form?

The account owner of a NY 529 College Savings Plan is required to file the beneficiary change form.

How to fill out ny529 beneficiary change form?

To fill out the ny529 beneficiary change form, the account owner must provide their personal information, the current beneficiary information, and the new beneficiary information.

What is the purpose of ny529 beneficiary change form?

The purpose of the ny529 beneficiary change form is to allow the account owner to update the designated beneficiary for their NY 529 College Savings Plan account.

What information must be reported on ny529 beneficiary change form?

The ny529 beneficiary change form requires the account owner to report their personal information, the current beneficiary information, and the new beneficiary information.

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