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Ound 529 Account or an indirect rollover. You must submit a separate form for each type of distribution you are requesting. The earnings portion of Non-Qualified Distributions from your Account may be subject to federal income tax and an additional 10% federal penalty tax and may be subject to state and local income taxes. See the CollegeBound 529 Program Description (Program Description) for more information. N ote: You can also request a Qualified Distribution by telephone or online at www.c.

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Invesco Distributors, Inc.

Invesco Distributors, Inc. is the distributor of CollegeBound 529. CollegeBound 529 is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission.

Questions? Learn more about logging on, or contact us at 1-877-615-4116 Mon-Fri 8 a.m.-8 p.m. ET or clientservices@collegebound529.com.

When the owner is a dependent student or custodial parent(s), the total value of the 529 plan is reported as an investment asset of the parent(s) on the FAFSA® form.

A person who establishes an account for a student to save money for qualified higher education expenses or tuition for elementary or secondary public, private, or religious schools; also called the account holder or the saver.

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.)

Qualified expenses include tuition, fees, books, supplies, and equipment. Subject to certain limitations, room and board expenses are also included for students attending eligible institutions on at least a half-time basis. Can I roll over money from another 529 plan or educational account to CollegeBound 529? Yes.

You can call your plan administrator, make a request online, or submit a withdrawal request form. The plan can send withdrawals by check to the account owner, the beneficiary, or the school. You can transfer the money to yourself or the beneficiary electronically and then make payment to the school.

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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