How do I withdraw money from my 529?

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.

What are qualified expenses for CollegeBound 529?

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.

What happens when 529 owner dies?

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.)

Who is the owner of the 529 account?

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.

Is 529 on FAFSA parent owned?

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.

How do I contact college Bound Fund?

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.

What state is Invesco CollegeBound 529?

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.

Get Collegebound 529 Forms

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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