Get Ishares 529 Plan Incoming Rollover Form

Completing the IShares 529 Plan Incoming Rollover Form online is a straightforward process that enables users to transfer funds from another 529 plan or an education savings account to an existing IShares 529 account. This guide provides clear, step-by-step instructions to ensure an efficient completion of the form.

Follow the steps to successfully complete the IShares 529 Plan Incoming Rollover Form.

1. Click the ‘Get Form’ button to access the IShares 529 Plan Incoming Rollover Form. Ensure you open it using a compatible document editor.
2. Begin by filling in your iShares account information. Provide your account number, Social Security number or taxpayer identification number, your name, and your contact numbers.
3. Identify the current financial institution managing the 529 plan or ESA from which you are rolling over funds. Enter the account number and name of the plan manager, along with their address and contact details.
4. Specify the rollover instructions. Choose whether you want to rollover all assets or a portion of your assets. Provide the account numbers and estimated values for each account.
5. Sign the form where indicated to certify your understanding of the terms and the rollover regulations. If a Signature Guarantee is required, do not sign until in the presence of an authorized officer.
6. Review all information for accuracy before finalizing. Make sure that all required sections are filled out to prevent any delays.
7. Once completed, save any changes made to the form. You can then download, print, or share the form as needed.

Start filling out your IShares 529 Plan Incoming Rollover Form online now.