Rollover/Transfer Request — ABLE Account Completed Form Examples and Samples
Explore clear, filled-out examples of the Rollover/Transfer Request form for ABLE Accounts. Our samples, including 529 to ABLE rollovers, guide you through completing the form correctly to ensure a smooth transfer of funds.
Rollover/Transfer Request — ABLE Account Example (529 to ABLE)
How this form was filled:
This sample shows a rollover request from a 'Future Scholars 529 Plan' to an ABLE account. The form identifies Jane Doe as the ABLE account holder and beneficiary, specifies the source 529 account details, and indicates a partial rollover of $10,000. The request is authorized by John Doe, the 529 account owner and Jane's father, with a signature and date.
Information used to fill out the document:
- ABLE Account Holder: Jane Doe
- ABLE Account Number: 5678-901234
- ABLE Account Holder Address: 456 Oak Avenue, Anytown, USA 12345
- Source Institution: Future Scholars 529 Plan
- Source Account Number (529 Plan): ACCT-529-XYZ-1122
- 529 Account Owner: John Doe
- Relationship to Beneficiary: Father
- Type of Transfer: Rollover from a Qualified Tuition Program (529 Plan)
- Transfer Amount: $10,000.00
- Authorized Signature: John Doe
- Date of Request: 04/22/2026
What this filled form sample shows:
- Clearly identifies the ABLE account holder and their account number.
- Specifies the source institution and account number (529 Plan) for the funds.
- Indicates the transaction is a rollover from a 529 Plan, a specific type of transfer.
- Includes a specific dollar amount for a partial rollover.
- Properly signed and dated by the authorized party of the source account.
Form specifications and details:
| Use Case: | Rollover from a 529 College Savings Plan to an ABLE Account |
| Form Name: | Rollover/Transfer Request — ABLE Account |
| Transfer Type: | Partial Rollover |
Created: February 25, 2026 06:35 PM
