Get Collegeboundfund Withdrawals And Outgoing Transfers/rollover Form
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Transferring ownership of a 529 plan is generally not considered a taxable event. However, be mindful of specific circumstances that might incur taxes, especially if the new owner is not a qualified relative of the original account holder. Using the CollegeBoundfund Withdrawals and Outgoing Transfers/Rollover Form can guide you through this process and ensure compliance with regulations.
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