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Get the free CollegeBound 529 Beneficiary Change Form - cdn.unite529.com

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CABLE×02355EMN 0217-Page 1 of 2DO NOT STAPLE Minnesota ABLE PlanPayroll Direct Deposit Use this form to start, change, or stop payroll direct deposit instructions on your existing Minnesota ABLE
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How to fill out collegebound 529 beneficiary change

01
Obtain the collegebound 529 beneficiary change form from the appropriate source.
02
Fill out your personal information, including your name, address, and social security number.
03
Provide the current beneficiary information, including their name, address, and social security number.
04
Indicate the reason for the beneficiary change and provide any necessary documentation or proof if required.
05
Enter the new beneficiary's information, including their name, address, and social security number.
06
Sign and date the form, certifying the accuracy of the provided information.
07
Submit the completed form according to the instructions provided, which may include mailing it to the specified address or submitting it online.

Who needs collegebound 529 beneficiary change?

01
Any individual who currently has a collegebound 529 account and wishes to change the designated beneficiary needs to fill out the collegebound 529 beneficiary change form. This may be necessary if the original beneficiary is no longer planning to attend college or if the account owner wants to transfer the benefits to a different individual.
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The collegebound 529 beneficiary change allows the account holder to update the beneficiary of their 529 plan.
The account holder of the collegebound 529 plan is required to file a beneficiary change if they wish to update the beneficiary.
The account holder can usually fill out a beneficiary change form provided by the plan manager, or submit the change online through the plan's website.
The purpose of a collegebound 529 beneficiary change is to ensure that the account holder's chosen beneficiary will receive the funds in the event of the account holder's death or other circumstances.
The account holder will need to provide the name and social security number of the current beneficiary, as well as the name and social security number of the new beneficiary.
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