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The form instructs how to provide participant and beneficiary details, select the account and request reason, choose distribution amount and portfolio sources, and specify the distribution method. It also explains IRS compliance responsibilities, 1099-Q reporting, account balance change timing, and requirements such as Medallion signature guarantees for certain withdrawal scenarios.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/withdrawals-529-college-savings-plan-one-time-withdrawal-form/302479/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/withdrawals-529-college-savings-plan-one-time-withdrawal-form/302479.png","ImageObject",442,249,{"name":88,"@type":89},"Lute","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What withdrawals can this form be used for?","Question",{"text":108,"@type":109},"Use this form for a one-time withdrawal (full or partial) from a 529 College Savings Plan, including a 529-to-529 rollover and a 529-to-Roth IRA transfer. Do not use it to transfer to a different beneficiary or change the account participant (owner).","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What happens if my withdrawal request reduces my balance to zero?",{"text":113,"@type":109},"Indicate the account status choice: close the account or leave it open for possible future contributions. If no choice is indicated, leaving the account open is the default.",{"name":115,"@type":106,"acceptedAnswer":116},"When is a Medallion signature guarantee required?",{"text":117,"@type":109},"A Medallion signature guarantee is required for certain high-value distributions, some wire/check and address-change scenarios, and certain rollover/transfer requests over specified thresholds. 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Go to [Fidelity.com/college](Fidelity.com/college) or call 800-544-1914.  \nWithdrawals—529 College Savings Plan  \nUse this form to make a one-time withdrawal (either full or partial) from a 529 College Savings Plan, including a 529-to-529 rollover and a 529-to-Roth IRA transfer. Do NOT use this form to transfer assets to a different beneficiary (student) or to change the participant (owner) on the account. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information, make a copy of the relevant page.  \nHelpful to Know  \n• It is your responsibility to ensure that your withdrawals comply with IRS requirements. Non-qualified withdrawals could trigger IRS fees or penalties. At the end of each tax year, Fidelity will send a 1099-Q to the IRS, and to the participant or beneficiary, reporting any withdrawals. You may want to consult a tax advisor.  \n• If you are making withdrawals from more than one  \n529 plan, you must complete a separate withdrawal form for each account.  \n• If a 529 plan account was established under the Uniform Gifts to Minors Act or Uniform Transfers to Minors Act (UGMA/UTMA), the account assets belong to the minor/ beneficiary and may only be used for the benefit of the minor/beneficiary.  \n• Be aware that the value of your account could change between the time you place your withdrawal request and the time it is processed.  \n1. Participant (Owner) / Authorized Individual  \n\n|  |  |  |\n| --- | --- | --- |\n|  | Name / Trust Name | Social Security or Taxpayer ID Number |\n|  |  |  |\n\n\n| Primary Phone |\n| --- |\n|  |\n\nThis phone number will be used if we have questions, but will not update your Fidelity contact information.  \n2. Beneficiary Student Information  \n\n|  |  |  |\n| --- | --- | --- |\n|  | Name | Social Security or Taxpayer ID Number |\n|  |  |  |\n\n3. Account Number and Request Reason  \n\n| Account Number |\n| --- |\n|  |\n\nIf your distribution request brings your total balance to zero, indicate what you would like us to do.  \nRequest Reason  \n 529-to-529 rollover  \n 529-to-Roth IRA transfer  \n 529 withdrawal (other)  \n Account Status if Balance Goes to Zero  \n Close account  \n Leave account open for possible future contributions  Default if no choice indicated.  \nForm continues on next page.   \n1.933233.110  \nPage 1  \nof 5  \n015390901  \n4. Distribution Amount  \nIndicate at least one portfolio name. If the amount of your request is equal to or greater than your portfolio value, we will send only the available balance.  \nUse this to indicate a portfolio we can draw from if one or more of the above portfolios does not contain the dollar amount you have requested on the day we process your withdrawal.  \n ALL assets in this account.  Default if no other information indicated below. Skip to Section 5.  \n ONLY the following amount(s) from the following portfolio(s) .  \n| Portfolio | Dollar Amount |\n| --- | --- |\n|  |  |\n\n\n| Portfolio | Dollar Amount |\n| --- | --- |\n|  |  |\n\n\n| Portfolio | Dollar Amount |\n| --- | --- |\n|  |  |\n\nTotal of Dollar Amounts  \nNot required when selling ALL  \n0.00  \n\n| Reserve Portfolio |\n| --- |\n|  |\n\nor  \nor  \nor  \nALL  \nALL  \nALL  \n5. Distribution Method  \nYou must obtain a Medallion signature guarantee in Section 6 if any of the following applies: if requesting a distribution greater than $100,000; if requesting a bank wire to any payee for any amount; if sending a distribution greater than $10,000 to a non-Fidelity account to anyone other than the participant or beneficiary or to an alternate address (with the exception of distributions being sent to a qualified educational institution); if the address on the account has been changed within the past 7 days and the amount is greater than $100,000 orthe check is being sent to a third party; if requesting a rollover to another qualified plan and the amount is greater than $10,000; or if the distribution is going to a Fidelity account with no common owner and the amount is great","cbCaif3l86cl2qoV","https://ap.wps.com/l/cbCaif3l86cl2qoV","pdf",1744772,7,"English","# Participant (Owner) / Authorized Individual\n# Beneficiary Student Information\n# Account Number and Request Reason\n## 529-to-529 rollover\n## 529-to-Roth IRA transfer\n## 529 withdrawal (other)\n# Distribution Amount\n# Distribution Method\n## Check payment options\n## EFT/transfer requirements and Medallion signature guarantee","[{\"question\":\"What withdrawals can this form be used for?\",\"answer\":\"Use this form for a one-time withdrawal (full or partial) from a 529 College Savings Plan, including a 529-to-529 rollover and a 529-to-Roth IRA transfer. Do not use it to transfer to a different beneficiary or change the account participant (owner).\"},{\"question\":\"What happens if my withdrawal request reduces my balance to zero?\",\"answer\":\"Indicate the account status choice: close the account or leave it open for possible future contributions. If no choice is indicated, leaving the account open is the default.\"},{\"question\":\"When is a Medallion signature guarantee required?\",\"answer\":\"A Medallion signature guarantee is required for certain high-value distributions, some wire/check and address-change scenarios, and certain rollover/transfer requests over specified thresholds. A notary seal/stamp is not a Medallion signature guarantee.\"}]","Withdrawals - 529 College Savings Plan - One-Time Withdrawal Form | PDF",1789793392]