Whitehouse & Company CPA's
Under what circumstances can the account owner of a 529 plan be changed?


Many states allow an account owner to transfer ownership of the account to someone else. Some states allow this only at limited times, such as when divorce or separation occurs. Other states will only allow a change in account ownership after an account owner's death or incapacity. In some states, you may be able to designate an alternate account owner in the event of your death. You'll need to check your plan's restrictions to see when the change may be made.

Prepared by Broadridge Investor Communication Solutions, Inc, Copyright 2011