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 has a moderate Form Complexity Index of 54/100 — Instafill’s AI completes it in under a minute.
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Completed Rollover/Transfer Request form sample for moving funds from a 529 Plan to an ABLE Account.

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
Categories: ABLE account forms, account transfer forms, rollover forms, transfer forms, transfer request forms
Created: February 25, 2026 06:35 PM
Completed Rollover/Transfer Request form sample for moving funds from a 529 Plan to an ABLE Account.