No. A custodian account owner can't select a new beneficiary (directly or by means of a rollover), except as permitted under UGMA/UTMA guidelines.
What if I'd like to allocate part of my investment to a fund or portfolio not listed here? ... No. The beneficiary must have a Social Security Number or Individual ...
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Download and print our Withdrawal Request Form. Complete all ... ID number. Call 877-NYSAVES (877-697-2837). ... Rollover into a 529 plan not offered by the State of New York in accordance with Section 529 of the Internal Revenue Code.
Enhance your benefits at no added expense ... information about New York's 529 College Savings Program Direct Plan, download a Disclosure Booklet and Tuition Savings Agreement or request one by calling 877-NYSAVES (877-697-2837).
The account owner, not the beneficiary, has full control of the money in a 529 account. So even if your beneficiary's plans don't include college, you have several ...
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