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Questions? Go to Fidelity.com/college or call 800-544-1914.
Rollover Request — 529 College Savings Plan
Use this form to initiate a rollover or deposit of your 529 College Savings Plan, Coverdell education savings account, a qualified U.S.
Savings Bond, or another 529 College Savings Plan (“529 plan”) to a 529 plan at Fidelity. Type on screen or fill in using CAPITAL letters
and black ink. If you need more room for information or signatures, make a copy of the relevant page.
Helpful to Know
• According to IRS regulations, you are eligible to roll
over from another 529 plan once every 12 months
without changing the beneficiary. To be valid, a rollover
from another 529 plan must be made within 60 days of
the distribution from the other 529 plan.
• Submit this form directly to Fidelity, not to the 529 plan
administrator from which you are requesting the funds
to be transferred.
• If you have already received a check from your 529
plan, include it with this form.
• If you do not have a check yet, Fidelity will contact
the plan administrator and instruct it to liquidate
and transfer the funds directly to us. Fidelity is not
responsible for market fluctuation on requests with
written liquidation instructions.
• You are responsible for providing Fidelity with the
principal and earnings breakdown of the amount of this
rollover. See Section 3 for documentation requirements.
• Your current 529 plan administrator may require specific
forms or signatures to roll over your 529 plan assets
to Fidelity. The administrator may also send you a
rollover check directly. Check with your current 529 plan
administrator to verify requirements.
• Do NOT use this form to change the beneficiary on your
529 plan. To change the beneficiary, visit Fidelity.com
to complete the transaction online or to obtain the
correct form. You may not change the beneficiary on
a custodial 529 plan.
• Important: You must have an existing Fidelity-
managed 529 account prior to submitting this request.
You can open a new account online at Fidelity.com/
openaccount, or complete a 529 College Savings new
account application and submit it along with this form.
If you are rolling over a UGMA/UTMA 529 plan, you
must establish a Fidelity-managed UGMA/UTMA 529
plan account for the same beneficiary.
1. Fidelity-managed 529 Plan Information
Participant (Owner)/Authorized Individual
Fidelity 529 Account Number
Name Social Security or Taxpayer ID Number
Daytime Phone
Beneficiary Student Information
Name Social Security or Taxpayer ID Number
Date of Birth MM DD YYYY
This phone number may
be used if we have
questions, but will not
be used to update your
account information.
Form continues on next page.
