Fidelity 529 College Savings Plan Rollover Request
This document is a Fidelity Rollover Request Form for 529 College Savings Plans. It allows individuals to initiate a rollover from another 529 plan or education savings account to a Fidelity-managed 529 plan. Complete the form accurately to ensure a smooth transfer of funds.
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How do I fill this out?
To fill out the Fideity Rollover Request Form, start by entering your Fidelity 529 account details in the designated section. Next, provide the necessary beneficiary information, including name and date of birth, to ensure proper identification. Make sure to follow the instructions and guidelines outlined in the form for a successful submission.
How to fill out the Fidelity 529 College Savings Plan Rollover Request?
1
Gather the necessary account information and documentation.
2
Complete the Fidelity 529 account details accurately.
3
Provide beneficiary information as required.
4
Check for any required signatures or additional forms.
5
Submit the completed form directly to Fidelity.
Who needs the Fidelity 529 College Savings Plan Rollover Request?
1
Parents wanting to transfer their child’s 529 plan funds.
2
Financial advisors assisting clients with educational savings.
3
Individuals consolidating multiple 529 plans for better management.
4
Custodians managing UGMA/UTMA accounts looking to roll over to Fidelity.
5
Anyone adhering to IRS guidelines for a tax-free rollover.
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What are the instructions for submitting this form?
Submit the completed Fidelity Rollover Request Form directly to Fidelity. You can do this through mail or online submission via Fidelity's investment platform. For physical submissions, send the form to Fidelity Investment's address indicated on the form. Always keep a copy of your submission for your records.
What are the important dates for this form in 2024 and 2025?
Important dates for 529 plans include rollover eligibility every 12 months. Ensure that all submissions are made within 60 days of receiving a qualified withdrawal. For 2024 and 2025, check directly with Fidelity for any specific deadlines related to Rollover Requests.
What is the purpose of this form?
The Fidelity Rollover Request Form serves to facilitate the transfer of funds between 529 College Savings Plans. It enables account holders to move their educational savings to a Fidelity-managed account seamlessly. This process is essential for consolidating accounts and managing investments effectively.
Tell me about this form and its components and fields line-by-line.
- 1. Participant/Owner Information: Includes the owner's name, contact information, and account number.
- 2. Beneficiary Information: Requests the beneficiary's name, date of birth, and social security number.
- 3. Rollover Details: Specifies the accounts and portfolio details for the rollover.
- 4. Transfer Instructions: Indicates whether it's a full or partial transfer.
- 5. Signature Section: Requires the account holder's signature and date for authorization.
What happens if I fail to submit this form?
Failure to submit the form correctly may lead to delays in processing your rollover request. Incomplete or incorrect information can cause regulatory issues, forcing Fidelity to treat all funds as earnings. Ensure all fields are filled accurately to prevent such complications.
- Incomplete Information: Missing details can lead to rejection of the request.
- Incorrect Beneficiary Data: Discrepancies may require additional verification processes.
- Failure to Submit on Time: Late submissions could result in tax implications depending on IRS guidelines.
How do I know when to use this form?
- 1. Rollover from Another 529 Plan: To transfer funds from an existing 529 plan to a Fidelity account.
- 2. Transfer of Coverdell ESAs: To move assets from Coverdell education savings accounts.
- 3. Liquidation of Savings Bonds: To rollover funds from the redemption of qualified U.S. Savings Bonds.
Frequently Asked Questions
What is a 529 Rollover Request Form?
It is a document used to transfer funds from one 529 College Savings Plan to another.
How do I fill out the form?
You can complete the form by entering your account details and beneficiary information directly on PrintFriendly.
Who should use this form?
Parents, financial advisors, and custodians managing education savings plans should use this form.
Can I edit the PDF file?
Yes, you can easily edit the PDF using PrintFriendly's PDF editor.
How do I save my filled form?
Download your completed form to keep a copy for your records.
Is there a fee for submitting this request?
No, submitting a rollover request to Fidelity does not incur any fees.
What if I need assistance completing the form?
You can contact Fidelity for support or consult with a financial advisor.
Can I share the form once filled out?
Yes, you can share the PDF via email or social media directly from PrintFriendly.
What happens after I submit the form?
Fidelity will process your request and may contact you for additional information.
Is there a deadline for submitting this form?
While there are timelines for rollovers, it's best to contact Fidelity for specific deadlines related to Rollover Requests.
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