Get the free SMART529 Beneficiary Change Form. Transfer all or part of the balance in the account...

DO NOT Staple WPA 071901 BC Page 1 of 8The Hartford SMART529Designated Beneficiary Change Form SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees

How to fill out smart529 beneficiary change form

How to fill out smart529 beneficiary change form

1. To fill out the Smart529 beneficiary change form, follow these steps:
2. Obtain the beneficiary change form from the Smart529 program website or contact their customer service.
3. Fill in your personal information, including your name, address, and account number.
4. Provide the current beneficiary's information, such as their full name, date of birth, and social security number.
5. Clearly indicate your desired new beneficiary by providing their full name, date of birth, and social security number.
6. Sign and date the form to certify its accuracy.
7. Submit the completed beneficiary change form through the specified submission method, which may include mailing it or submitting it online.
8. Keep a copy of the filled-out form for your records.

Who needs smart529 beneficiary change form?

1. Anyone who currently has a Smart529 account and wishes to change the beneficiary associated with that account needs the Smart529 beneficiary change form.
2. For example, if you have opened a Smart529 account for your child but later decide to change the beneficiary to another family member, you would need this form.
3. It is important to note that eligibility criteria and restrictions may apply, so it is advisable to review the Smart529 program guidelines or consult with their customer service for specific requirements.

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Once you are ready to share your smart529 beneficiary change form, you can easily send it to others and get the eSigned document back just as quickly. Share your PDF by email, fax, text message, or USPS mail, or notarize it online. You can do all of this without ever leaving your account.

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What is smart529 beneficiary change form?

The smart529 beneficiary change form is a legal document that allows account holders to change the designated beneficiary of their smart529 college savings plan.

Who is required to file smart529 beneficiary change form?

The account owner of a smart529 plan is required to file the beneficiary change form whenever they wish to change the designated beneficiary.

How to fill out smart529 beneficiary change form?

To fill out the smart529 beneficiary change form, the account owner must provide current beneficiary information, new beneficiary information, and any required signatures. It is important to follow the instructions provided on the form to ensure accuracy.

What is the purpose of smart529 beneficiary change form?

The purpose of the smart529 beneficiary change form is to officially document the change of the beneficiary on a college savings account, ensuring that the new beneficiary is recognized for the educational funds.

What information must be reported on smart529 beneficiary change form?

The form must report the account owner's details, the current beneficiary's name and details, the new beneficiary's name and details, and any necessary signatures or dates.