Get Use This Form To Update The Address For Anyone Listed On Your Florida 529 Savings Plan

Updating your address on the Florida 529 Savings Plan is essential for maintaining accurate account information. This guide provides step-by-step instructions on how to fill out the form accurately and efficiently.

Follow the steps to complete the address update form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your account number in the specified field. This number is unique to your Florida 529 Savings Plan account and is required for processing your address update.
3. Fill in the account owner name in the designated area. Ensure that the name matches the one on record for your account to avoid discrepancies.
4. Provide your complete street address, including apartment or suite number, if applicable. Ensure that this information is accurate to prevent issues with your account updates.
5. Complete the city, state, and ZIP code fields accurately to ensure your address is current and verifiable.
6. Input your primary and secondary phone numbers in the respective fields. This information is important for any necessary follow-up regarding your account.
7. If you are designating a survivor, check the box if their address is the same as the account owner's. If not, fill out their address details similarly to the account owner’s section.
8. For the beneficiary section, select the box if their address matches the account owner's, or fill out their address details accordingly.
9. Sign and date the form. Your signature is essential to authorize the address change. Ensure all provided information is accurate before submission.
10. Once completed, save your changes, download the form, print it, or share it as necessary. Be sure to provide the form via postal mail to the address indicated or via fax.

Ready to ensure your address is up to date? Complete your form online today!