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Iowa Advisor 529 Plan Change of Registration Advisor Form

Iowa Advisor 529 Plan Change of Registration Advisor Form 2025

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The Iowa Advisor 529 Plan Change of Registration/Advisor Form is designed for account holders to make various changes to their 529 plan accounts, including updating account registration details, changing beneficiaries, transferring ownership, and designating successor account owners or custodians. The form requires completion of specific sections based on the changes being requested and emphasizes the need for clear information and signatures, including Medallion Guarantees for certain transactions. It also provides instructions for mailing the completed form and highlights the importance of compliance with IRS regulations regarding beneficiary changes.

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