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ES_OKD_TR_091520-Page 1 of 3DO NOT STAPLE Oklahoma College Savings PlanTransfer Form Instructions Please read the Oklahoma College Savings Plan Description before changing the Account Owner and/or
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How to fill out path2college 529 plan transfer
How to fill out path2college 529 plan transfer
01
Obtain the necessary transfer form from the path2college website or contact their customer service.
02
Fill out the transfer form completely, providing accurate information about the account holder and the transfer recipient.
03
Indicate the specific amount or percentage of funds you wish to transfer from your path2college 529 plan.
04
Provide information about the receiving institution or beneficiary, including their account number and contact details.
05
Double-check all the information provided on the form to ensure its accuracy.
06
Sign and date the transfer form.
07
Submit the completed form to path2college either by mail or online, following their specific instructions.
08
Wait for confirmation from path2college regarding the processing of your transfer request.
09
Monitor your path2college 529 plan account to ensure that the transfer has been successfully completed.
Who needs path2college 529 plan transfer?
01
Individuals who have a path2college 529 plan and wish to transfer funds to another beneficiary or institution may need to use the path2college 529 plan transfer.
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What is path2college 529 plan transfer?
Path2college 529 plan transfer is a process where the funds in a 529 plan are transferred to another beneficiary.
Who is required to file path2college 529 plan transfer?
The account owner or the beneficiary's legal guardian is required to file the path2college 529 plan transfer.
How to fill out path2college 529 plan transfer?
To fill out the path2college 529 plan transfer, you will need to provide information about the current beneficiary, new beneficiary, and reason for the transfer.
What is the purpose of path2college 529 plan transfer?
The purpose of path2college 529 plan transfer is to allow for a change in beneficiary of the 529 plan.
What information must be reported on path2college 529 plan transfer?
The information that must be reported on the path2college 529 plan transfer includes details about the current beneficiary, new beneficiary, and reason for the transfer.
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