Search results with tag "Rollover request 529 college savings plan"

Rollover Request— 529 College Savings Plan

without changing the beneficiary. To be valid, a rollover from another 529 plan must be made within 60 days of ... Participant/Trustee Name Social Security or Taxpayer ID Number Trust Name if applicable Social Security or Taxpayer ID Number Beneficiary Name Social Security or Taxpayer ID Number

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