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Get Form 500 Account Information Change - Utah Educational Savings ...
You can also change the following information online at uesp.org: addresses, telephone numbers, e-mail addresses. Please print clearly preferably in capital letters, using black or blue ink. To ask questions about completing this form, contact us toll-free at 800.418.2551 on business days from 8:00 a.m. to 5:00 p.m., Mountain Time. Return this form and any required documentation to: UESP, PO Box 145100, Salt Lake City, UT 84114-5100. For delivery by overnight carrier, send to:.
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Taxpayer FAQ
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Designate successor account owners by logging in to your account at my529.org, or by submitting Form 515. A trust, corporation or other entity can also be named a successor account owner.
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You can even establish an account with yourself as the named beneficiary. The only requirement is that the beneficiary must be a US citizen or a resident alien, and must have a social security number or federal tax identification number. Be aware that maximum contribution per beneficiary varies between 529 plans.
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Yes. Please consult with a tax advisor before requesting a change of ownership. You may also name a successor account owner to take over for you in the event of your death.
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Log in at my529.org to see that your name, address, email address, phone number and account beneficiary information is up-to-date and correct. You can easily update your contact information by logging in to your account at my529.org. You may also mail an Account Information Change form (Form 500) to the my529 offices.
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While there are limitations as to who may be selected as a replacement, changing beneficiaries is totally up to the account owner—and there's no need to provide a reason for doing so. Why Change Beneficiaries? Beneficiary changes often come into play as children near high school graduation.
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State tax deduction or credit for contributions: Contributions to the Utah 529 plan of up to $2,410 in 2024 per beneficiary by an individual, and up to $4,820 in 2024 per beneficiary by a married couple filing jointly, are eligible for a 4.65% credit against Utah income tax.
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Once a 529 plan account is established under the Uniform Gifts to Minors Act or Uniform Transfers to Minors Act (UGMA/UTMA), the beneficiary of the UGMA/UTMA 529 plan account cannot be changed.
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my529.org | 800.418.2551. ... The term my529 is a registered service mark. ... Form 510 | May 2022. Form 510. ... ABOUT THIS FORM. Complete this form to make corrections regarding the current beneficiary or to change the beneficiary on a current my529 account to another beneficiary. Important Requirements and Tax Considerations. •
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