Get Exchanges In Writing Form

Filling out the Exchanges In Writing Form online can be a straightforward process when you follow each step carefully. This guide is designed to help you navigate through the form, ensuring that you provide all necessary information accurately and efficiently.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the Exchanges In Writing Form and open it in your preferred online editor.
2. Fill out the customer information section by entering the participant’s name, participant account number, and the social security or tax ID number. Ensure to also provide the beneficiary’s name, social security or taxpayer ID number, and their date of birth.
3. In the future contributions section, choose whether or not you wish to change your future contributions. If you wish to make changes, select the appropriate options regarding one-time contributions or future contributions.
4. Specify your investment allocation by choosing one of the available 529 College Savings Plan options. Fill in the percentages for each option, ensuring that the total equals 100%. Remember to use increments of 5%.
5. If you are making a portfolio exchange, indicate your choice in the portfolio exchange section, confirming if you wish to proceed with an exchange for your current investments.
6. For contributions to your account, check the applicable boxes and specify the amount you are contributing, including any transfers or sales from existing Fidelity accounts.
7. Finally, in the authorization and signature section, sign and date the form to confirm your instructions are correct. This section ratifies your written instructions and consent to any recordings of your instructions.
8. Once all sections are completed, save your changes, and utilize the options to download, print, or share your filled-out form as needed.

Start filling out the Exchanges In Writing Form online today to manage your 529 College Savings Plan effectively.