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Florida 529 Savings Plan Death of Account Owner Change Form

Florida 529 Savings Plan Death of Account Owner Change Form 2025

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The document outlines the procedure for changing the account owner of a Florida 529 Savings Plan following the death of the current account owner. It specifies that the Personal Representative/Executor must complete a change form, have their signature notarized, and submit it along with required documents such as the death certificate and certified Letters of Administration. The new account owner and any designated survivor must also be at least 18 years old and a U.S. citizen or resident alien. The document emphasizes the importance of original signatures and proper notarization.

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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.

Who becomes the owner of a 529 if the owner dies?

In many, but not all, 529 plans, the beneficiary (or the beneficiarys guardian if the beneficiary is still a minor) is named the account owner by default. Naming a successor account owner lets the 529 plan account transfer to the successor without having to go through probate, which can cause delays.

Can you change the owner of a 529 to the beneficiary?

In that case, you can change the beneficiary on the 529 account to another qualifying family member. A qualifying family member includes anyone who is a family member of the original beneficiary, this includes: Spouse. Son, daughter, stepchild, foster child, adopted child, or a descendant.

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