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Get Fidelity Advisor 529 Plan Application Form 2016-2024

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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