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Fidelity 529 plan form 2026
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- Click ‘Get Form’ to open the Fidelity Advisor 529 Plan form in the editor.
- Begin by filling out the 'Participant and Beneficiary Information' section. Enter your name, Social Security Number (SSN) or Tax Identification Number (TIN), and any applicable trust information. Ensure all names are entered in CAPITAL letters.
- In the 'Rollover Contribution' section, indicate the type of rollover you are processing. Attach necessary documentation showing both principal and earnings amounts for validation.
- If applicable, complete the 'Exit Fee Reimbursement' section by providing proof of any exit fees charged by your current plan.
- Fill out the 'Plan Rollover Authorization' section, including details about your current trustee or custodian. This authorizes our platform to initiate the rollover on your behalf.
- In the 'Investment Allocation' section, select your desired portfolios and ensure that the total percentage equals 100%.
- Finally, sign and date the form in the 'Signatures and Dates' section. Make sure to print and attach any required documents before submission.
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