Utah Change of Beneficiary
Description
How to fill out Change Of Beneficiary?
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FAQ
The office is not liable for having made a payment of any benefits to a beneficiary designated in a beneficiary designation affected by a divorce, annulment, or remarriage before the office received written notice of the divorce, annulment, or remarriage.
Designate successor account owners by logging in to your account at my529.org, or by submitting Form 515. A trust, corporation or other entity can also be named a successor account owner.
You can easily change the beneficiary of your 529 plan at any time with no penalties, as long as the new beneficiary is an eligible relative, such as a sibling, step-siblings, parents, cousins, aunts and uncles.
My529.org | 800.418.2551. ... The term my529 is a registered service mark. ... Form 510 | May 2022. Form 510. ... ABOUT THIS FORM. Complete this form to make corrections regarding the current beneficiary or to change the beneficiary on a current my529 account to another beneficiary. Important Requirements and Tax Considerations. ?
529 plans are designed to help save for the future education costs of a single beneficiary. However, the 529 plan account owner may change the beneficiary to a qualifying family member of the current beneficiary at any time without tax consequences by completing a form on the 529 plan's website.
529 plans are designed to help save for the future education costs of a single beneficiary. However, the 529 plan account owner may change the beneficiary to a qualifying family member of the current beneficiary at any time without tax consequences by completing a form on the 529 plan's website.
Anyone with a valid Social Security or Tax Identification Number can be the beneficiary of your account. The account owner and beneficiary can be the same person. The account owner and beneficiary do not need to be related. The beneficiary does not have to be a Utah resident.
