Get The Vanguard 529 College Savings Plan Incoming Rollover Form

Filling out the Vanguard 529 College Savings Plan Incoming Rollover Form is a straightforward process that helps you transfer assets from another 529 plan or education savings account. This guide will walk you through each section of the form, ensuring a smooth transition of your funds.

Follow the steps to complete the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Select the type of rollover by checking the appropriate box: either 'Transfer from another 529 college savings plan' or 'Transfer from an education savings account (ESA)'.
3. Provide the Vanguard 529 Plan account owner information by entering the account number (if applicable), the account owner's full name, and their daytime and evening telephone numbers. Also, include the name of the beneficiary and the last four digits of their Social Security Number or Individual Taxpayer ID Number.
4. Complete the section regarding the current 529 plan manager or ESA custodian by entering the account number of your current 529 plan or ESA, the name and mailing address of the financial institution, as well as a contact person and their telephone number.
5. Indicate how you would like the rollover to be processed: select either to roll over all of the assets or to roll over a portion. If you choose a portion, specify the account numbers and dollar amounts of the investments you wish to roll over.
6. Sign in section five. Ensure that you have a signature guarantee if required by your current financial institution. Confirm that you have reviewed the program description and understand the regulations concerning rollovers.
7. Once all fields are completed, save any changes made to the form. You can then download, print, or share the completed form as needed.

Start filling out your Vanguard 529 College Savings Plan Incoming Rollover Form online today!