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529 College Savings Plan Cancel Modify Account - TD Ameritrade

529 College Savings Plan Cancel Modify Account - TD Ameritrade 2025

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The document is an Account Features Form for the TD Ameritrade 529 College Savings Plan, which allows account owners to add, change, or delete various financial features such as Automatic Investment Plans (AIP), Electronic Fund Transfers (EFT), Systematic Withdrawal Programs (SWP), and Systematic Exchange Programs (SEP). It provides instructions for completing the form, including required information about bank accounts and signatures. The document emphasizes that no staples should be used and includes contact information for assistance.

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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.

What happens if you cancel a 529 plan?

You can also change how the current investments in your account are allocated. However, per IRS rules, you may only change your current investments two times per year-or if you change beneficiaries-without incurring taxes.

What is the penalty for closing a 529 plan?

Thanks to a recent legislative update and the new 529 grandparent loophole, grandparents who own a 529 account can make significant contributions to their grandchilds education savings without necessarily affecting the grandchilds eligibility for federal student aid.

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