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Change Of Account Owner Form - Alabama College Savings Plan
Get Change Of Account Owner Form - Alabama College Savings Plan
Have questions, please call us at 866.529.2228, Monday Friday, 7:30 a.m. to 6:00 p.m. CT. 1. Current Account Information Account Number: Account Owner Name (First, M.I., Last): Daytime Phone Number: Evening Phone Number:.
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17th FAQ
The rollover must occur within 60 days of the withdrawal for the distribution not to be taxable. You can change the designated beneficiary of an existing 529 plan, provided that the new or updated beneficiary is a family member of the old or previous beneficiary.
Federal tax law allows you to roll over any or all of your 529 account from your current 529 plan to a different 529 plan, but only once in any 12-month period.
You can also transfer money to a 529 savings plan account named for another child or split one 529 savings plan account into two. The flexibility of a 529 savings plan is one of its best benefits.
What is a successor participant? A successor participant on your 529 account is the person or entity who will manage the account for your beneficiary (the student you're saving for) in the event of your death. It's important to assign someone this role so your heirs can avoid probate.
A 529 plan can only have one account owner. The account owner, not the beneficiary, has legal rights to the funds in the account. This person can be a parent, grandparent or any other adult who is saving for future education expenses.
Changing the account owner Most states allow a change in ownership of a 529 account. And unlike a change in beneficiary, there is usually no requirement that the new account owner have any particular relationship with the original account owner.
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.
While you can't roll over or directly transfer custodial account assets into a 529 account, you can cash out and reinvest the proceeds in a custodial 529 savings plan for the same minor.
2012 Related content
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