Get Fidelity Investments Advisor 529 Plan Rollover 2020-2026

Navigating the Fidelity Investments Advisor 529 Plan Rollover form online can seem daunting. This guide will help you fill out the form accurately and effectively, ensuring a smooth rollover process for your education savings.

Follow the steps to complete your rollover form online.

1. Press the ‘Get Form’ button to obtain the rollover form and open it for editing.
2. Provide participant and beneficiary information. Fill in the participant's name, social security number (SSN) or taxpayer identification number (TIN), if applicable, and the 529 College Savings Plan account number. Ensure all details are accurate.
3. Indicate the type of rollover contribution. Specify the rollover amount from another 529 program, Coverdell Education Savings Account, or U.S. Savings Bonds. Attach any required documentation showing principal and earnings amounts.
4. If applicable, complete the exit fee reimbursement section. Indicate the exit fee amount and attach proof of the fee for processing reimbursement.
5. In the plan rollover authorization section, provide the name, phone number, and mailing address of the current trustee or custodian holding your 529 plan account. Make sure to indicate whether this rollover is a full or partial account rollover.
6. Specify your investment allocation by filling out the pool numbers and corresponding percentages. Ensure the total equals 100%. Adjust if necessary.
7. Sign and date the form. Ensure it is signed by the participant or trustee. Note that all signatures are required for the form to be processed.
8. Finally, check that you have printed and signed the form, attached any necessary documents, and send the completed form to Fidelity by regular or overnight mail.

Complete your Fidelity Investments Advisor 529 Plan Rollover online today to manage your education savings effectively.