Rollover/Transfer Request — ABLE Account Instructions
This form contains 76 fields organized into 29 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| 529 Beneficiary Information | ||
| 529 Beneficiary Name | Text |
Provide the full name of the 529 beneficiary.
|
| 529 Beneficiary Social Security or Taxpayer ID Number | Text |
Provide the Social Security Number or Taxpayer Identification Number for the 529 beneficiary.
|
| 529 Participant Information | ||
| 529 Participant Name | Text |
Provide the full name of the 529 participant.
|
| 529 Participant Social Security or Taxpayer ID Number | Text |
Provide the Social Security or Taxpayer Identification Number for the 529 participant.
|
| 60-Day Rollover Selection | ||
| 60-Day Rollover from a non-Fidelity ABLE account | Checkbox |
Check this box if you are performing a 60-day rollover from a non-Fidelity ABLE account.
|
| 60-Day Rollover from a non-Fidelity 529 account | Checkbox |
Check this box if you are performing a 60-day rollover from a non-Fidelity 529 account.
|
| Account Type | ||
| Individual | Checkbox |
Check this box if the 529 account you are requesting to transfer is an Individual account.
|
| Joint | Checkbox |
Check this box if the 529 account you are requesting to transfer is a Joint account.
|
| Other | Checkbox |
Check this box if the 529 account you are requesting to transfer is an account type other than Individual or Joint.
|
| Beneficiary Relationship | ||
| Beneficiary Relationship | Text |
Please provide the relationship of the 529 beneficiary to the ABLE Designated Beneficiary or Eligible Individual.
|
| Daytime Phone | ||
| Daytime Phone | Text |
Please provide your daytime phone number.
|
| Extension | Text |
Please provide the extension for the daytime phone number, if applicable.
|
| Daytime Phone | Text |
Please provide the daytime phone number for the contact person.
|
| Extension | Text |
Please provide the phone extension for the contact person, if applicable.
|
| Designated Beneficiary Information | ||
| Designated Beneficiary Name | Text |
Provide the full name of the designated beneficiary or eligible individual.
|
| Designated Beneficiary SSN or Taxpayer ID Number | Text |
Provide the Social Security Number or Taxpayer ID Number for the designated beneficiary or eligible individual.
|
| Designated Beneficiary/Eligible Individual Information | ||
| Designated Beneficiary/Eligible Individual Name | Text |
Enter the full name of the designated beneficiary or eligible individual.
|
| Designated Beneficiary/Eligible Individual Social Security or Taxpayer ID Number | Text |
Enter the Social Security Number or Taxpayer Identification Number of the designated beneficiary or eligible individual.
|
| Fidelity 529 Account Information | ||
| Fidelity 529 Account Number | Text |
Provide the Fidelity 529 account number.
|
| 529 Beneficiary Name | Text |
Provide the name of the 529 beneficiary.
|
| Fidelity Account Number | ||
| Fidelity Account Number | Text |
Enter the Fidelity account number.
|
| First Portfolio Liquidation Details | ||
| First Portfolio Name | Text |
Enter the name of the first portfolio to be liquidated.
|
| First Portfolio Dollar Amount | Number |
Enter the dollar amount to be liquidated from the first portfolio.
|
| First Portfolio Full Distribution | Checkbox |
Check this box if the specified dollar amount for the first portfolio represents a full distribution of that particular portfolio.
|
| First Portfolio Rollover | ||
| First Portfolio Name | Text |
Enter the name of the first portfolio from which assets are being rolled over.
|
| First Portfolio Dollar Amount | Number |
Enter the dollar amount to be rolled over from the first portfolio.
|
| First Portfolio ALL | Checkbox |
Check this box to roll over all assets from the first specified portfolio entry, instead of a specific dollar amount.
|
| Fourth Portfolio Liquidation Details | ||
| Fourth Portfolio Name | Text |
Enter the name of the fourth portfolio to be liquidated.
|
| Fourth Portfolio Dollar Amount | Number |
Enter the dollar amount for the fourth portfolio to be liquidated.
|
| Fourth Full Portfolio Distribution | Checkbox |
Check this box to indicate that the entire fourth portfolio should be distributed, rather than a specific dollar amount.
|
| General | ||
| Button | ||
| Reset | Button | |
| Save | Button | |
| Joint 529 Participant Information | ||
| Joint 529 Participant 1 Name | Text |
Enter the full name of the first joint 529 participant.
|
| Joint 529 Participant 1 SSN or TIN | Text |
Enter the Social Security Number or Taxpayer Identification Number for the first joint 529 participant.
|
| Page 5 | ||
| 6a. PSA or Designated Beneficiary/Eligible Individual Name | Text |
Please enter the printed full name of the PSA or Designated Beneficiary/Eligible Individual for section 6a.
|
| 6b. Print Participant Name | Text |
Please enter the printed full name of the 529 Participant for section 6b.
|
| Page 6 | ||
| Participant Name | Text |
Please provide the full name of the participant for printing in the signature section.
|
| Partial Liquidation Total Amount | ||
| Total Amount | Number |
Enter the total amount for the partial liquidation.
|
| Person with Signature Authority (PSA) Information | ||
| PSA Name | Text |
Enter the full name of the person with signature authority (PSA).
|
| PSA Social Security or Taxpayer ID Number | Text |
Enter the Social Security Number (SSN) or Taxpayer Identification Number (TIN) for the person with signature authority (PSA).
|
| Rollover Amount Selection | ||
| Rollover Amount Selection 1: ALL assets in this account | Checkbox |
Check this box if you want to roll over all assets from this Fidelity 529 account to the ABLE account.
|
| Rollover Amount Selection 2: ONLY the following amount(s) | Checkbox |
Check this box if you want to roll over only specific amounts from designated portfolios within this account, which must be specified in the fields below.
|
| Second Portfolio Liquidation Details | ||
| Second Portfolio Name | Text |
Enter the name of the second portfolio to be liquidated.
|
| Second Portfolio Dollar Amount | Number |
Enter the dollar amount to be liquidated from the second portfolio.
|
| Second Full Portfolio Distribution | Checkbox |
Check this box if you want to liquidate and transfer the entire second listed portfolio.
|
| Second Portfolio Rollover | ||
| Second Portfolio Name | Text |
Provide the name of the second portfolio you wish to roll over.
|
| Second Portfolio Dollar Amount | Number |
Enter the dollar amount from the second portfolio you wish to roll over.
|
| Second Portfolio ALL | Checkbox |
Check this box if you want to roll over ALL assets from the second portfolio listed, instead of specifying a dollar amount.
|
| Signature Authority Person Information | ||
| Signature Authority Person Name | Text |
Enter the full name of the person with signature authority.
|
| Signature Authority Person Social Security or Taxpayer ID Number | Text |
Provide the Social Security Number or Taxpayer Identification Number for the person with signature authority.
|
| Third Portfolio Liquidation Details | ||
| Third Portfolio Name | Text |
Enter the name of the third portfolio being liquidated.
|
| Third Portfolio Dollar Amount | Number |
Enter the dollar amount to be liquidated from the third portfolio.
|
| Third Full Portfolio Distribution | Checkbox |
Check this box if you want to liquidate and transfer the full amount of the third listed portfolio.
|
| Third Portfolio Rollover | ||
| Third Portfolio Name | Text |
Enter the name of the third portfolio from which assets are being rolled over.
|
| Third Portfolio Dollar Amount | Number |
Enter the dollar amount to be rolled over from the third portfolio.
|
| Third Portfolio ALL | Checkbox |
Check this box if you wish to roll over all assets from the third listed portfolio, instead of specifying a dollar amount.
|
| Total Dollar Amount | ||
| Total Dollar Amount | Number |
Enter the total dollar amount for the rollover.
|
| Transfer Instructions | ||
| Full Liquidation | Checkbox |
Check this box if you intend to liquidate and transfer your entire account.
|
| Partial Liquidation | Checkbox |
Check this box if you intend to liquidate and transfer only a part of your account, providing details in the fields below.
|
| Transferring Firm Address | ||
| Transferring Firm Street Address | Text |
Enter the street address of the transferring firm.
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| Transferring Firm City | Text |
Enter the city of the transferring firm.
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| Transferring Firm State | Text |
Enter the state of the transferring firm.
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| Transferring Firm ZIP Code | Text |
Enter the ZIP code of the transferring firm.
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| Transferring Firm Information | ||
| Transferring Account Number | Text |
Enter the account number of the transferring firm.
|
| Transferring Firm Name | Text |
Enter the name of the transferring firm.
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| Transferring Firm Contact Person | Text |
Enter the name of the contact person for the transferring firm.
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| 529 Account Number | Text |
Enter the 529 account number of the transferring firm.
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| Transferring Firm Name | Text |
Enter the full legal name of the transferring firm.
|
| Contact Person | Text |
Enter the name of the contact person at the transferring firm.
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| Daytime Phone | Text |
Enter the daytime phone number of the contact person.
|
| Phone Extension | Text |
Enter the phone extension for the contact person, if applicable.
|
| Transferring Firm Street Address | Text |
Enter the street address of the transferring firm.
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| City | Text |
Enter the city of the transferring firm's address.
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| State | Text |
Enter the state of the transferring firm's address.
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| ZIP Code | Text |
Enter the ZIP code of the transferring firm's address.
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