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2Beneficiary Information - CFNC - cfnc

2Beneficiary Information - CFNC - cfnc 2025

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The document outlines the procedures for withdrawing funds from North Carolina's National College Savings Program (NC 529 Plan). It includes instructions for completing a withdrawal request form, specifies participant and beneficiary information requirements, details qualified and non-qualified withdrawal types, and explains associated fees and tax implications. The document emphasizes compliance with UGMA/UTMA custodial account laws and provides contact information for assistance.

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Who is the beneficiary of a 529 plan?

A person who establishes an account for a student to save money for qualified higher education expenses or tuition for elementary or secondary public, private, or religious schools; also called the account holder or the saver.

Who is the beneficiary of the NC 529?

This can be a parent, sibling, or other family member. As long as the funds are used for qualified education expenses, there are no penalties for switching beneficiaries. Roll it into a Roth IRA: Saving for your childs education with the NC 529 Plan has more advantages than ever.

Who is the beneficiary of the 529 plan?

Even if your 529 beneficiary doesnt go to college, you, as the account holder, can change the beneficiary at any time. Lets say your youngest child doesnt pursue college or chooses a lower-cost option, and it frees up some of their 529 funds.

What is CFNC meaning?

College for North Carolina (CFNC) If you are a North Carolinian interested in going to college, chances are you will turn to the College for North Carolina (CFNC.org) for assistance.

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