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529 College Savings Plan Distribution Request Form

529 College Savings Plan Distribution Request Form 2026

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4.9 out of 5

56 votes

The document is a distribution request form for the 529 College Savings Plan, allowing participants to request qualified or non-qualified distributions, make rollovers to another 529 Plan, and provide necessary participant and beneficiary information. It includes sections for electronic delivery consent, distribution instructions with tax implications, payment methods, and rollover options. The form requires signatures and may necessitate a signature guarantee for certain transactions.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Participant and Beneficiary Information section. Enter the first name, middle initial, last name, Social Security Number (SSN) or Tax Identification Number (TIN), mobile phone number, email address, and your 529 College Savings Plan account number.
In the Electronic Delivery section, consent to receive communications electronically by checking the appropriate box and providing your email address.
Move to the Distribution Instructions section. Select a reason for distribution from the provided options to potentially waive any applicable charges.
Specify your distribution or rollover allocation by indicating Pool Numbers and amounts. If withdrawing all assets, check the Full Distribution box.
Choose a payment method in the Distribution Payment Method section. Options include checks or electronic payments; ensure you complete any required fields based on your selection.
Complete the Bank Information section if you selected an electronic payment method that requires bank details.
Finally, sign and date the form in the Signatures and Dates section. Ensure all necessary signatures are guaranteed where required.

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Versions	Form popularity	Fillable & printable
2023	4.9 Satisfied (56 Votes)
2013	4 Satisfied (36 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.

How do I get a distribution from my 529 plan?

You can call your plan administrator, make a request online, or submit a withdrawal request form. The plan can send withdrawals by check to the account owner, the beneficiary, or the school. You can transfer the money to yourself or the beneficiary electronically and then make payment to the school.

Who reports 1099-Q, parent or student?

The person who reports the form depends on who received the distribution. If the funds were sent directly to the beneficiary, school, or student loan provider for the students benefit, the student reports it. If the distribution was made to the parent (i.e., the account owner), then the parent reports it.

Does the IRS audit 529 distribution?

Lastly, although the IRS can audit a students return to verify that 529 plan earnings distributions were properly excluded from income, they dont seem to do this very often.

What is the form for 529 distributions?

Form 1099-Q is received by someone who has taken money out of a 529 plan or a Coverdell ESA and designates someone as the beneficiary. Qualified education programs include 529 plans and Coverdell ESAs, which allow tax-free growth if the money is used for qualified education expenses.

What is the form 5329 for 529 plan?

If you take an early withdrawal from your IRA or 401(k), complete Part 1 or 2 of Form 5329 to calculate possible IRS penalties or request a penalty waiver. Use Form 5329 to report withdrawals from a 529 plan or Coverdell education savings account (ESA) not used to pay for qualified educational expenses.

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