Cdn.unite529.comjcdnfilesCollegeChoice Advisor 529 Savings Plan Incoming Rollover Form 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Participant and Beneficiary Information' section. Enter your name, Social Security Number (SSN) or Tax Identification Number (TIN), and the account number for the 529 College Savings Plan.
3. In the 'Rollover Contribution' section, indicate the type of rollover you are making. Attach any required documentation that shows both principal and earnings amounts.
4. If applicable, complete the 'Exit Fee Reimbursement' section by providing details about any exit fees charged by your current plan. Include proof of these fees.
5. Fill out the 'Plan Rollover Authorization' section, providing information about your current plan administrator and selecting whether you want a full or partial rollover.
6. In the 'Investment Allocation' section, specify how you would like your funds allocated among different portfolios, ensuring that total percentages equal 100%.
7. Finally, sign and date the form in the 'Signatures and Dates' section. Ensure all required signatures are included before submitting.

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