Vanguard 529 College Savings Plan Beneficiary Change Form
This form is used to transfer the balance of a Vanguard 529 College Savings Plan account to a new beneficiary. It includes sections for account owner information, current beneficiary information, new beneficiary information, transfer amount, and investment options. The form must be completed and submitted to Vanguard for processing.
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How do I fill this out?
To fill out this form, you will need information about both the current and new beneficiaries. Make sure to complete all required fields and indicate the transfer amount and investment options for the new beneficiary. Finally, sign and submit the form to Vanguard.
How to fill out the Vanguard 529 College Savings Plan Beneficiary Change Form?
1
Fill out account owner information.
2
Provide current beneficiary details.
3
Provide new beneficiary details.
4
Indicate the transfer amount and investment options.
5
Sign and submit the form.
Who needs the Vanguard 529 College Savings Plan Beneficiary Change Form?
1
Account owners who want to change the beneficiary of their 529 College Savings Plan.
2
Parents who want to transfer college savings to another child.
3
Grandparents who wish to designate a different grandchild as the beneficiary.
4
Legal guardians managing the 529 College Savings Plan on behalf of a minor.
5
Individuals who want to reallocate college savings due to changes in educational plans.
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What are the instructions for submitting this form?
Return the completed form and any other required documents in the enclosed postage-paid envelope or mail to The Vanguard 529 College Savings Plan, P.O. Box 55111, Boston, MA 02205-5111. For overnight or registered mail, send to The Vanguard 529 College Savings Plan, 95 Wells Avenue, Suite 155, Newton, MA 02459-3204. It's advisable to consult with your tax advisor when filling out this form to ensure compliance with federal, state, and local tax regulations. Make sure to double-check all entered information for accuracy before submission.
What are the important dates for this form in 2024 and 2025?
Ensure to submit the form before the end of the calendar year to avoid delays in processing for the upcoming academic term.
What is the purpose of this form?
The Vanguard 529 College Savings Plan Beneficiary Change Form is used to transfer the balance of a 529 account to a new beneficiary. This form is essential for those who wish to reallocate college savings due to changes in educational plans or personal circumstances. By completing this form, account owners ensure that the funds are designated to the correct beneficiary.
Tell me about this form and its components and fields line-by-line.
- 1. Account owner information: Includes account number, phone number, and name of the account owner.
- 2. Current beneficiary information: Includes name, social security number, birth date, and citizenship status of the current beneficiary.
- 3. New beneficiary information: Includes name, social security number, birth date, and citizenship status of the new beneficiary.
- 4. Transfer amount: Options to transfer the entire balance or a partial balance to the new beneficiary.
- 5. Investment options: Selection of investment portfolios for the new beneficiary's account.
What happens if I fail to submit this form?
Failure to submit this form may result in the inability to transfer the 529 account balance to a new beneficiary.
- Incorrect beneficiary designation: The funds may remain designated to the original beneficiary.
- Potential tax implications: Nonqualified withdrawals could result in federal and state tax penalties.
- Delayed processing: Missing the submission deadline may cause delays in updating the account information.
How do I know when to use this form?
- 1. Educational plan changes: If the original beneficiary no longer plans to attend college, transfer the funds to a new beneficiary.
- 2. Family member designation: Designate another family member as the beneficiary in accordance with the program's guidelines.
- 3. Reallocation of savings: Reallocate the 529 account balance due to changes in personal circumstances.
- 4. Legal changes: Update the beneficiary designation following legal changes such as guardianship.
- 5. Tax planning: Execute a beneficiary change as part of a broader tax planning strategy.
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Absolutely! After editing, you can share the PDF via email or generate a shareable link.
What information do I need to fill out this form?
You will need account owner information, current beneficiary details, new beneficiary details, transfer amount, and investment options.
Can I allocate different investment options for the new beneficiary?
Yes, you can choose up to five investment options for the new beneficiary.
What happens if I exceed the maximum contribution limit?
Any excess amount will remain in the account designated for your original beneficiary under your current account number.
How do I know when to use this form?
Use this form to change the beneficiary of your Vanguard 529 College Savings Plan due to various reasons like educational plan changes.
Who should use this form?
Account owners, parents, grandparents, legal guardians, and individuals managing a 529 College Savings Plan need this form.
Where do I submit this form?
Submit this form to Vanguard at their provided mailing addresses for standard or overnight delivery.
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