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

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section 1, 'Participant and Beneficiary Information.' Fill in your name, Social Security Number (SSN) or Tax Identification Number (TIN), and the Beneficiary's details. If rolling over multiple accounts, complete a separate form for each Beneficiary.
3. In Section 2, 'Rollover Contribution,' indicate the type of rollover and provide documentation showing principal and earnings amounts. Attach any necessary statements as required.
4. Proceed to Section 3 for 'Exit Fee Reimbursement' if applicable. Enter the exit fee amount and attach proof of the fee.
5. In Section 4, 'Plan Rollover Authorization,' provide details about your current plan administrator and specify whether you want a full or partial account rollover.
6. Complete Section 5 by selecting your investment allocation percentages across different pools. Ensure they total 100%.
7. Finally, sign and date the form in Section 6. Ensure all signatures are included before submission.

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