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RECEIVED 2012OCT 9 AHI: 27 PA P U ^ SECRETARY\'S BUREAU S G trgyOctober3, 2012 Pennsylvania Public Utility Commission Secretary Keystone Building, 2\” Floor Room N201 Harrisburg, PA 17120 are:Asset

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Who needs section 529 proceedings?

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Individuals involved in legal proceedings related to education savings plans.

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What is section 529 proceedings?

Section 529 proceedings refer to the legal processes involved in the administration of certain financial obligations or disputes under Section 529 of the Internal Revenue Code, typically related to college savings plans.

Who is required to file section 529 proceedings?

Individuals or entities managing a Section 529 college savings plan or those who are beneficiaries of such plans may be required to file Section 529 proceedings.

How to fill out section 529 proceedings?

To fill out section 529 proceedings, one needs to obtain the necessary forms from the appropriate regulatory body, provide accurate details regarding the plan, beneficiaries, and any related financial information.

What is the purpose of section 529 proceedings?

The purpose of section 529 proceedings is to clarify the rights and responsibilities of account holders and beneficiaries regarding the funds saved for education, ensuring legal compliance and proper fund management.

What information must be reported on section 529 proceedings?

Information required typically includes the account holder's details, beneficiary information, account balances, contributions, and withdrawals made during the reporting period.

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