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re: Tax Gurus--START Plan (529) Transfer

Posted on 6/22/17 at 10:40 am to
Posted by tigerrocket
Member since Aug 2008
162 posts
Posted on 6/22/17 at 10:40 am to
The current owner can change the successor owner to you and update the beneficiary to your daughter. When the current owner dies, you become the owner. Forms are on the website. I'm not sure if the owner can transfer ownership of the account while living, but it's worth asking LA START.
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