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T HE BRIGHT START COLLE GE SAV I NGS P R O GR AM Change of Trustee/ Rollover Form Investing Through a Financial Advisor 1 Instructions Print clearly in all CAPITAL LETTERS using blue or black ink.

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College Document # COAS 033 UCC Document # Date Received CATALOG YEAR 20102011 (Please Use Separate College Document COAS 068 UCC Document # Document Type CATALOG YEAR 20092010 (Please Use Separate College Document # COAS 018 UCC Document # Date Received CATALOG YEAR 20102011 (Please Use Separate College Document COAS 093 UCC Document # Document Type CATALOG YEAR 20082009 (Please Use Separate

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To request a change of beneficiary, the Account Owner should complete the Change of Beneficiary form. The form can be faxed to us at 402.323. 1797 or mailed to the address at the top of the form.

Where is my 2022 Tax Form? Log into your account. Once logged in to your account click on the “Statements & Tax Forms” menu. On this page you will have the ability to select several document “Types” including “Account Statement”; “Contribution Summary”; “Tax Forms (1099-Q)”; or “Trade Confirmations”.

You can transfer funds between accounts for related beneficiaries at any time, subject to the two investment change per calendar year rule. To request a transfer, we ask that you complete and submit the Fund Transfer form. The form can be faxed to us at 402.323. 1797 or mailed to the address at the top of the form.

If you were to die or become legally incapacitated, the successor account owner assumes all rights and responsibilities for the 529 account. The successor can be, but does not have to be, a spouse. (A very small number of 529 plans permit spouses to establish the account as joint owners.)

There are two ways you can roll over your 529 college savings plan. You can either fill out a rollover distribution form for the new plan and let the plan administrators handle the transfer, or you can take a distribution from your existing account and deposit the money into the new plan as a rollover contribution.

How to report a taxable 529 plan distribution on federal income tax returns Divide the AQEE by the total 529 plan distribution (Form 1099-Q, Box 1) Multiply the answer by the earnings portion of the total distribution (Form 1099-Q, Box 2). Subtract this amount from the total distributed earnings.

Yes. The Units will transfer based on the new Account Owner's portfolio allocation. Remember: You must include a New York's 529 Advisor-Guided College Savings Program Enrollment Application for each Beneficiary if the new Account Owner does not currently have an existing Account for the Beneficiary.

529 plan beneficiaries can roll over up to $35,000 to a Roth IRA over their lifetime. Rollovers are subject to Roth IRA annual contribution limits. The 529 account must be more than 15 years old. 529 to Roth IRA rollovers can be made beginning in 2024.

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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