What to Consider
This consideration allows a client reduce their income in their home state by making a contribution to a 529 plan.
This state's Advisor sold plan is offered by American Funds.
What is the state of Virginia?
This form is the document we could submit to another firm in order to initiate a rollover, as long as the delivering firm doesn't require their own paperwork to trigger the distribution.
What is the 529 Rollover Form?
This transaction allows an Edward Jones client to move assets from one firm held plan to another. (not a change of beneficiary/owner)
What is an Internal Rollover?
This leader, known for his small stature, was exiled from France twice during his reign. Once to the Island of St. Helena, and again to the Island of Elba.
Who is Napoleon Bonaparte?
This consideration allows a client to buy into a new 529 after completing a rollover without incurring any trading cost.
What is NAV Pricing?
This state's Advisor Sold plan is called Freedom 529.
What is the state of Alaska?
This scan title is used to retain the documents submitted to the delivering firm that were used to trigger a rollover distribution.
What is Rollover/Transfer - Branch Processed?
This WEB ID processes a direct, internal rollover between Edward Jones Firm Name plans.
What is WEB610559?
This French WWF professional wrestler played Fezzik in the 1987 film, "The Princess Bride."
Who is Andre the Giant?
This consideration weighs the potential costs of one plan vs. another.
What are fee considerations?
Tis state's plan is eligible to be linked at Edward Jones, but not physically held here. Its offered by Ascensus and contains the name of the state in the name of the plan.
What is the state of Indiana?
This document is required to be scanned in prior to a check being deposited accurately, without future modification.
What is 529 Basis Earnings?
These are the three sell options a client can select when completing the Internal Rollover Form Message.
What are Full, Partial Pro-Rata, and Partial Share/Dollar Amount?
This American monument was a gift from the French on July 4th, 1884, and has a replica in the gardens of Luxemburg located in the shadow of the Eiffel Tower in Paris.
What is the Statue of Liberty?
This consideration allows a client to meet breakpoints to achieve reduced fees when purchasing assets from a specific mutual fund vendor.
What are Rights of Accumulation/Letter of Intent? (ROA/LOI)
This state plan's abbreviation is the same word as where a bird lives.
What is the state of Nebraska? (NEST Nebraska Education Saving Trust)
This form message is used to update basis and earnings after a rollover deposit and purchase.
What is the Rollover Basis and Earnings Adjustment Form Message? WEB589233
The receiving plan involved in and indirect, internal rollover must be this, in order for a rollover to be reported.
What is a different plan?
This tennis tournament, played yearly at the Stade Roland Garros in Paris, is the second tournament in the annual tennis Grand Slam.
What is the French Open?
This consideration may prevent a client from rolling their 529 to a different state's plan due to the potential of having to pay back previously claimed state tax deductions.
What is a recapture provision?
This state's Advisor Sold plan may make you SMART.
What is the state of West Virginia?
A rollover isn't complete until this step is finalized.
What is a purchase for the full, exact amount of the rollover deposit?
This document(s) needs to be scanned as 529 Basis Earnings when completing an Internal, Indirect Rollover.
What are trade confirmations form the delivering plan?
These two countries played in the 2022 FIFA World Cup final.
Who are Argentina and France?