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Get Use This Form To Request A Rollover From Another 529 Plan, A Coverdell Education Savings Account
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How to use or fill out the Use This Form To Request A Rollover From Another 529 Plan, A Coverdell Education Savings Account online
Filing the Use This Form To Request A Rollover From Another 529 Plan, A Coverdell Education Savings Account can facilitate the transfer of funds seamlessly. This guide provides clear, step-by-step instructions to assist you in completing the form online effectively.
Follow the steps to successfully submit your rollover request.
- Press the ‘Get Form’ button to obtain the form and open it in your preferred digital format.
- Complete the Participant and Beneficiary Information section. Make sure to provide your full name, social security number (SSN) or tax identification number (TIN), and if applicable, your trust name and tax ID number. Include the Fidelity Advisor 529 Plan account number and the Beneficiary’s full name.
- Indicate the type of rollover in the Rollover Contribution section. Attach required documentation showing the earnings and principal amounts. Specify each amount clearly.
- Fill in the Exit Fee Reimbursement only if your current 529 plan applies an exit fee. Attach proof of this fee for reimbursement processing. Note that only one rollover per account is eligible for reimbursement.
- In the Plan Rollover Authorization section, provide details of your current trustee or custodian, including their contact information and required participant information.
- Choose your preferred investment allocation in the Investment Allocation section. Ensure that the total of all selected percentages equals 100%.
- Sign and date the form in the Signatures and Dates section. Both the Participant/Trustee signature and date are required. Make sure to confirm you have attached all necessary documents before submission.
Complete your rollover request online today for a smooth transition of your educational savings.
Roll it over: You can roll over unused Coverdell money to another account for an eligible family member or change the beneficiary for the current account. You can also transfer it to a 529 plan, a qualified distribution, to avoid the tax penalty.
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