Get Fill - Free Fillable Incoming Rollover Form (td Ameritrade ...

Filling out the Fill - Free Fillable Incoming Rollover Form for the TD Ameritrade 529 College Savings Plan is a straightforward process. This guide will walk you through each step, ensuring that you complete the form correctly and efficiently online.

Follow the steps to complete the form easily.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Determine the type of rollover or transfer by checking one of the options: A (Out-of-State 529 College Savings Plan), B (Coverdell Education Savings Account), or C (Re-allocation from another Nebraska State-Issued 529 Plan).
3. Fill in your TD Ameritrade 529 College Savings Plan Account information, including your account number, legal name, beneficiary's legal name, and the last four digits of the beneficiary's Social Security Number or Taxpayer Identification Number.
4. Provide details about the account to be rolled over, including the 529 Plan name (leave blank if CESA), account number, program manager or custodian’s name and address, city, state, zip, and phone number.
5. Indicate whether the current account beneficiary is the same as the beneficiary listed in Section 2 by checking either A (Same Beneficiary) or B (Different Beneficiary) and adding the different beneficiary's name and their relationship to the beneficiary in Section 2.
6. Specify your rollover instructions to the current 529 program manager or CESA custodian, indicating whether it is a full or partial liquidation and provide the estimated value or specific amounts as required.
7. If assets have been redeemed, provide necessary documentation regarding the assets by filling in the total amount of redemption, principal amount, and earnings amount of redemption.
8. Read the signature and authorization section carefully, certifying that all information is accurate. Sign and date the form.
9. Ensure that a Medallion Signature Guarantee is included if required, and contact your current 529 program manager or CESA custodian to confirm this requirement.
10. Finally, submit the form by following the instructions to ensure that it is sent to the correct address for processing.

Complete your forms online with confidence.