Get Fidelity 529 College Savings Plan Distribution Request Form 2023-2025

Filling out the Fidelity 529 College Savings Plan Distribution Request Form online can be a straightforward process when approached diligently. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to complete the distribution request form seamlessly.

1. Click ‘Get Form’ button to access the Fidelity 529 College Savings Plan Distribution Request Form and open it in your editor.
2. Begin by entering your participant and beneficiary information. This includes the first name, middle initial, last name, and Social Security Number (SSN) or Tax Identification Number (TIN) for both you and the beneficiary. Additionally, provide a mobile phone number and email address for communication purposes.
3. Proceed to the Electronic Delivery section. By signing the form, you are consenting to receive communications electronically. Make sure to read the details and respond to the electronic message sent by Fidelity to confirm your consent.
4. Next, move to the Distribution Instructions section. Indicate the reason for your distribution by checking the appropriate box to waive any Contingent Deferred Sales Charges (CDSC), if applicable. Ensure you understand the tax implications and maintain proper documentation.
5. If needed, check the Participant Resignation option if you are opting to resign as a participant in the plan, completing any additional required sections.
6. In the Distribution or Rollover Allocation section, specify whether you are requesting an entire account balance or a partial withdrawal by providing the necessary Pool Numbers and amounts.
7. Select the appropriate Distribution Payment Method, indicating whether the payment will be sent directly to an educational institution or to another payee. Fill in the required details based on your choice.
8. If you are requesting a rollover, provide the necessary payment instructions, including the name and address of the new plan or company.
9. Complete the Bank Information section if you have opted for Electronic Payment via Bank Wire, providing the required bank details.
10. Finally, ensure that you and any other required parties sign and date the document in the Signatures and Dates section. Verify if a signature guarantee is necessary based on your distribution amount.
11. Review the filled form for accuracy, attach any required supporting documents, and finalize by saving the changes, downloading, printing, or sharing the completed form as needed.

Complete your Fidelity 529 College Savings Plan Distribution Request Form online today to ensure your college savings are efficiently managed.