Fidelity 529 plan form 2026

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4.8 out of 5

141 votes

The document is a form for requesting a rollover to a Fidelity Advisor 529 Plan account from another 529 plan, Coverdell Education Savings Account, or qualified U.S. Savings Bond. It outlines eligibility criteria, required documentation, and instructions for completing the rollover process. Key points include the need for matching registrations between accounts, tax implications for changing beneficiaries, and details on exit fee reimbursement.

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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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Versions	Form popularity	Fillable & printable
2020	4.4 Satisfied (56 Votes)
2018	4.8 Satisfied (141 Votes)
2003	4.3 Satisfied (196 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Which company has the best 529 plan?

Top-rated 529 plans in 2025 Bright Start Direct-Sold College Savings Program (Illinois) U.Fund College Investing Plan (Massachusetts) Oregon College Savings Plan. Ohios 529 Plan CollegeAdvantage. UNIQUE College Investing Plan (New Hampshire) ScholarShare 529 (California) Pennsylvania 529 Investment Plan. my529 (Utah)

Which state uses Fidelity for 529?

The Fidelity Advisor 529 Plan, OklahomaDream 529 Plan, and CHET Advisor 529 Plan are offered by the state of New Hampshire, the state of Oklahoma, and the state of Connecticut, respectively and managed by Fidelity Investments.

How to get 1099-R form from Fidelity?

Can I view my Form 1099-R online at Fidelity.com? Yes. If you are an owner of an in-force annuity contract, you can view your tax form online by accessing Fidelity.com/documents and selecting the Tax forms link.

What is the downside of a 529 plan?

The account owner of a 529 plan holds all of the legal power. They can change the beneficiary or liquidate the account (with penalty) at any time. This could be a disadvantage if the owner of your or your childs 529 plan has a change of heart about where to direct their investment.

Is Fidelity 529 FDIC insured?

Although the underlying deposits are eligible for FDIC insurance, subject to applicable federal deposit insurance limits, the units of the Bank Deposit Portfolio are not insured or guaranteed by the FDIC or any other government agency.

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Is Fidelity good for 529 plans?

Im using Fidelity for our sons 529 plan. I think its great. Expenses are low and they have good target date as well as target risk portfolios available. Fidelity is the custodian for several 529 plans of different states.

What is the tax form for Fidelity 529?

Tax forms youll receive If you take a withdrawal from a 529, Fidelity will send IRS form 1099-QOpens in a new window to the recipient, and the IRS at tax time.

How much does Fidelity charge for 529?

No annual account fees Also, no account minimums required to open a Fidelity-managed 529 account.

Fidelity 529 plan form 2026

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