Vanguard 529 College Savings Plan Change of Ownership
The Vanguard 529 College Savings Plan Change of Ownership Form is used to transfer all or part of your account balance to a new account owner. The new account owner will control the account and the disposition of all assets held. If the current account owner has died, contact Vanguard for assistance.
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How do I fill this out?
To fill out the Vanguard 529 College Savings Plan Change of Ownership Form, provide the necessary account details and personal information, specify the transfer amount, and obtain a notarized signature. Follow the detailed instructions provided for each section. Make sure the new account owner submits an Enrollment Application if necessary.
How to fill out the Vanguard 529 College Savings Plan Change of Ownership?
1
Enter the current account owner information.
2
Enter the new account owner information.
3
Specify the transfer amount.
4
Sign the form in the presence of a notary public.
5
Mail the completed form and required documents to the provided address.
Who needs the Vanguard 529 College Savings Plan Change of Ownership?
1
Current account owners wanting to transfer ownership.
2
New account owners receiving transferred account.
3
Individuals seeking to update their beneficiary's account.
4
Trustees managing Vanguard 529 accounts.
5
Account owners needing to change account control.
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1
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2
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What are the instructions for submitting this form?
Return the completed Vanguard 529 College Savings Plan Change of Ownership Form and any other required documents in the enclosed postage-paid envelope. Alternatively, mail to The Vanguard 529 College Savings Plan, P.O. Box 55111, Boston, MA 02205-5111. For overnight delivery or registered mail, send to The Vanguard 529 College Savings Plan, 95 Wells Avenue, Suite 155, Newton, MA 02459-3204. Ensure all documents are correctly completed and signed before mailing.
What are the important dates for this form in 2024 and 2025?
Proposed transactions must be completed within 60 days of notary date for 2024 and 2025.
What is the purpose of this form?
The Vanguard 529 College Savings Plan Change of Ownership Form serves the purpose of transferring account ownership to a new owner. By completing this form, the new account owner will gain control over the account and its assets. This form is essential for updating account details and ensuring proper management of the beneficiary's college savings plan.
Tell me about this form and its components and fields line-by-line.
- 1. Current account owner information: Includes account number, beneficiary name, account owner name, last four digits of SSN or taxpayer ID, and contact numbers.
- 2. New account owner information: Includes new account owner name, birth date/trust date, last four digits of SSN or taxpayer ID, and information about existing Vanguard 529 Plan account.
- 3. Transfer amount: Provides options for transferring the entire balance or a partial balance, with details on how the transfer will be executed.
- 4. Authorization: Requires the current account owner's notarized signature and notary public's details for verification.
What happens if I fail to submit this form?
Failure to submit the form may result in the inability to transfer account ownership. This can lead to complications in account management and asset control.
- Ownership issues: The current account owner will retain control over the account and assets.
- Asset management: Failure to transfer ownership may disrupt the management of assets held in the account.
- Beneficiary update: Inability to update beneficiary details and control.
How do I know when to use this form?
- 1. Changing account owner: When transferring the account to a new owner.
- 2. Updating beneficiary account: For updating the current beneficiary's account details.
- 3. In case of trustee change: When a trustee managing the account is replaced.
Frequently Asked Question
What is the Vanguard 529 College Savings Plan Change of Ownership Form?
It is a form used to transfer account ownership for Vanguard 529 College Savings Plan.
How do I fill out the Change of Ownership Form?
Enter necessary account details, specify the transfer amount, and obtain a notarized signature.
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Yes, use the PDF editor on PrintFriendly to make necessary changes.
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Use PrintFriendly’s PDF signer to add your signature.
Can I share the form with others?
Yes, use PrintFriendly’s sharing options to send the form via email or link.
What if the current account owner has died?
Contact Vanguard for personal assistance if the account owner has died.
Is the signature of the current account owner required?
Yes, the signature must be notarized.
Where do I submit the completed form?
Mail the completed form to the provided Vanguard address.
Do I need to submit an Enrollment Application?
If the new account owner does not have an account for the beneficiary, an Enrollment Application is required.
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