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ES_PAG_ROR_121523 Page 1 of 3DO NOT STAPLEPA529Pennsylvania 529 Guaranteed Savings PlanDirect 529 to Roth IRA Rollover Form Complete this form to initiate a direct rollover of assets from your [529

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How to fill out roll over unused 529

01

Contact your current 529 plan provider to verify if they allow rollovers of unused funds.

02

Fill out the appropriate rollover form provided by your current 529 plan provider.

03

Specify the new beneficiary for the rollover funds, if applicable.

04

Choose the new 529 plan provider for the rollover funds and provide their information on the form.

05

Submit the completed form to your current 529 plan provider for processing.

Who needs roll over unused 529?

01

Individuals who have excess funds in their current 529 plan and would like to transfer or rollover those funds to benefit another family member who is pursuing higher education.

02

Parents who have multiple children and want to allocate unused funds from one child's 529 plan to another child's education expenses.

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What is roll over unused 529?

A rollover of unused 529 refers to the process of transferring funds from one 529 college savings plan to another or changing the beneficiary of the account without incurring tax penalties, provided the funds are used for qualified education expenses.

Who is required to file roll over unused 529?

The account owner of the 529 plan is required to file for a rollover of unused 529 funds.

How to fill out roll over unused 529?

To fill out a rollover for unused 529 funds, the account owner must complete the appropriate forms provided by the 529 plan administrator, indicating the amount to be rolled over and the new account or beneficiary details.

What is the purpose of roll over unused 529?

The purpose of rolling over unused 529 funds is to allow the account owner to move funds to a different qualified tuition program or to a different beneficiary, ensuring that the funds remain tax-advantaged and can still be used for educational expenses.

What information must be reported on roll over unused 529?

Information that must be reported includes the original account number, the amount being rolled over, the new account or beneficiary information, and any related tax identification numbers.

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