Loading
Get Fidelity Advisor 529 Plan Application Form 2016-2025
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Fidelity Advisor 529 Plan Application Form online
Filling out the Fidelity Advisor 529 Plan Application Form online can be straightforward with the right guidance. This comprehensive guide will help you navigate each component of the form, ensuring a smooth completion process.
Follow the steps to successfully complete the application form.
- Click 'Get Form' button to access the form and open it in your preferred editing tool.
- Begin by completing Section 1, which requires account information. Make sure to fill in the name, social security number, daytime phone number, and date of birth accurately.
- Move to Section 2 to provide recharacterization instructions. Here, specify the type of IRA you are recharacterizing from and to, ensuring to include the correct account numbers.
- Indicate whether you are recharacterizing an annual contribution or a conversion contribution. Provide the respective tax year and the date of contribution.
- List the amount to be recharacterized. Additionally, provide details regarding any assets involved in the transaction, including fund numbers and their respective percentages.
- Proceed to Section 3 to sign and date the form. It is essential to include your printed name and ensure that the signature matches the name provided.
- Review the completed form for accuracy. Attach any needed documents as specified.
- Finally, save your changes and ensure that the form is either printed for mailing or saved in a suitable format for online submission.
Begin completing your Fidelity Advisor 529 Plan Application Form online today!
Speaking with a Fidelity advisor can provide valuable insights tailored to your financial goals, including education savings. They can help you understand the Fidelity Advisor 529 Plan Application Form and discuss which investment strategies suit your family's needs. It's a proactive step towards making informed decisions about your child's education funding.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.