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Fidelity 529 plan rollover form

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Please check with your current 529 plan administrator to verify if they need any of the following 1. 529 Plan distribution paperwork 2. Your signature guarantee 3. A Fidelity Investments Officer signature 4. You may not change the beneficiary on a Custodial 529 Plan Account. YOUR CURRENT 529 PLAN ADMINISTRATOR Your current 529 plan administrator may require specific forms or signatures to roll over your 529 plan assets to Fidelity. They may also send you a rollover check directly. Please check ...

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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.

How do I close my Fidelity 529 account?

You can currently only close brokerage or cash management accounts with a zero balance through the Virtual Assistant. You should call a Fidelity representative at 800-343-3548 to close all other accounts.

Can you rollover unused 529 funds?

Families Can Roll Unused Funds from Their 529 Account into a Roth Individual Retirement Account (IRA) Starting in 2024, when 529 account owners find themselves with leftover funds, they have another option for that money.

How do I transfer my Fidelity 529?

Once your instructions are set up, you can send payments electronically on Fidelity.com and in the Fidelity Mobile App. Youll find your 529 recipients in the Other recipients section when making a transfer. You can also call to make a payment at 800-544-1914.

How do I roll over a 529 plan to Fidelity?

To roll over an account, download the form: Rollover request529 college savings plan (PDF). Or call us at 800-544-1914.

Can a 529 plan be rolled over to an IRA?

Starting in 2024, 529 Plan Account Owners Will Be Able to Roll Over Unused 529 Funds to Roth IRA Accounts. In December 2022, as part of the governments year-end spending bill, the SECURE 2.0 Act of 2022 was signed into law by the President.

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