529 Plan Rollover / Transfer Form
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529 Plan Rollover / Transfer Form
Account owner request to transfer or rollover a 529 plan to a new state plan or beneficiary.
Account Owner
Full name *
Your answer
Date of birth
SSN (last 4) *
Your answer
Phone
Mailing address
Existing 529 Plan
+ 19 more questions
About this template
Account owner request to transfer or rollover a 529 plan to a new state plan or beneficiary.
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