Get Account Owner Change Form - Collegeadvantage

This guide provides step-by-step instructions on completing the Account Owner Change Form for the CollegeAdvantage Direct 529 Savings Plan. By following these instructions, users can ensure a smooth and efficient process for transferring account ownership.

Follow the steps to successfully complete your form.

1. Click ‘Get Form’ button to access the Account Owner Change Form and open it in your preferred editor.
2. Begin by filling out the existing Account Information section. Enter the existing account number, the first and last names of the existing account owner, and their Social Security number or Taxpayer Identification Number. Provide the daytime and evening telephone numbers where you can be reached for any inquiries regarding your account.
3. Proceed to the New Account Owner Information section. The new account owner must be an adult aged 18 or older. Indicate whether the new account owner has an existing CollegeAdvantage account for the same beneficiary. If applicable, provide the existing account number. Fill in the new account owner's legal names, Social Security number or Taxpayer Identification Number, birth date, citizenship status, telephone number, email address, and permanent street address.
4. Continue to the New Account Owner's Identity Verification section. Here, you must provide the driver's license or state-issued I.D. card number and check the corresponding box. Fill out the expiration date and maiden name of the new account owner's mother. Indicate if the new account owner is a non-U.S. person with significant investments or a Senior Foreign Official.
5. Complete the Existing Account Owner Certification and Authorization section. The existing account owner needs to certify the information provided is accurate by printing their name, signing, and dating the form. Remember that the signature must be notarized.
6. In the New Account Owner Signature section, the new account owner must print their name, sign, and date the document. This signature certifies their understanding and agreement to the terms and conditions related to the account.
7. Finally, review all entries for completeness and accuracy. Save your changes to the form, and then you may choose to download, print, or share the completed document as needed.

Complete your Account Owner Change Form online today for a seamless transition!