529 College Savings Plan Incoming Rollover Form - TD 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by selecting the type of rollover you are initiating. Choose from options such as a direct rollover from another 529 plan or a Coverdell ESA.
3. Fill in your TD Ameritrade 529 College Savings Plan account information, including your account number and Social Security Number. Ensure that all details are accurate.
4. Provide the current 529 plan or ESA custodian's information if applicable. This is crucial for direct rollovers.
5. If assets have been redeemed, include the total amount of redemption and specify the principal and earnings amounts.
6. Sign and date the form at the bottom to certify your understanding of the terms and conditions.

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