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  • Fidelity Advisor 529 Plan Application Form 2016

Get Fidelity Advisor 529 Plan Application Form 2016-2025

A) prior to your tax-filing deadline (including extensions) for the taxable year of the original contribution. Any net income attributable to the contribution will also be recharacterized. Consult your tax advisor to discuss your specific situation. The Custodian of your IRA, Fidelity Management Trust Company (FMTC), and its agents, affiliates, or successors assume no responsibility for any tax consequences due to this transaction. A. Instructions Complete all sections. Complete a separate form.

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Fidelity-managed 529 plan accounts offer a range of investment options, letting you choose an investment type that makes sense for your situation.

Class A units for Age-Based, Static Allocation, and Individual Fund Portfolios are sold to eligible investors with a maximum front-end sales charge of 3.50%.

Our 529 plan offers potential tax advantages, a broad range of investment options, and high contribution limits to help students save for higher education expenses. Assets in the plan can be used for tuition, books, and other education-related expenses at most accredited colleges and universities.

What are the fees and expenses? There is no annual account fee or minimum required to open any of the Fidelity-managed 529 plan accounts.

Go to Fidelity.com/college or call 800-544-1914. Use this form to make a one-time withdrawal (either full or partial) from a 529 College Savings Plan. Do NOT use this form to transfer assets to another beneficiary.

Direct your rewards to your Fidelity-managed 529 account to save while you spend. Invite friends and family to give to your 529 account with our innovative college gifting service. Get month-by-month savings tips with these 12 college savings strategies (PDF).

Here are the five steps to opening a 529 plan: Choose a 529 Plan. 529 plans are offered by administrators that are financial institutions through a state program. ... Determine the Type of 529 Plan Account. ... Complete the 529 Plan Application. ... Fund the 529 Plan. ... Choose Investments for the 529 Plan.

Go to Fidelity.com/college or call 800-544-1914. Use this form to initiate a rollover or deposit of your 529 College Savings Plan, Coverdell education savings account, a qualified U.S. Savings Bond, or another 529 College Savings Plan (“529 plan”) to a 529 plan at Fidelity.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232