529 Rollover/Transfer Request Form

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Literature Code: 529-FROLL
Format: PDF (1.1MB)
Publication Date: 09/19
Next Update: 07/20
Use this form to request a rollover or transfer from another Section 529 program, ESA, Series EE or I Savings Bond, UGMA/UTMA or other investment to a Franklin Templeton 529 College Savings Plan Account.