Fidelity's Unique College Savings Plan is New Hampshire's version of the 529 College Investment Plan. In 1996, the Internal Revenue Code, Section 529, established the legality of these savings plans. With a 529 plan, families can set aside funds for college that will be tax exempt when they are withdrawn for college expenses. The beneficiary of the Unique plan can be changed at any time by the participant, the individual who establishes the account, and who serves as the trustee of the account. According to Fidelity, the beneficiary must be an approved family member: spouse, brother or sister, half-sibling, aunt or uncle, niece or nephew, child, grandchild, parent, grandparent, first cousin, step-child, step-sibling, step-parent, child-in-law, sibling-in-law or parent-in-law.
- Change of Beneficiary Form
- Computer
- Printer
- Pen
- Envelope with postage
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Instructions
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Click on "Fidelity: Beneficiary Designation Forms" in this article's Resources.
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Scroll down to "College Investing Plan Beneficiary Change Form (PDF)" located about halfway down the web page.
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Click on the link to download the form.
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Click "Save File." Click "OK."
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Double-click "citbene.pdf" in the Downloads dialog box.
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Click "File," click "Print," and click "OK."
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Complete the printed form in blue or black ink.
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Make a copy of the completed form for your records.
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Mail the completed document to the address given in the heading of the form.