How to Add a Successor Participant on Your 529 College Savings Plan - Fidelity

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How to Add a Successor Participant on Your 529 College Savings Plan

It's important to name a successor participant so your beneficiary (student) continues to reap the rewards of your savings and to ensure your plan is properly managed in the event of your death. . Please send your completed form to: Fidelity Investments College Plan Service Center
PO Box 770001
Cincinnati, OH 45277-0015

What to expect

After you've completed the online steps and confirmed your information, your new successor participant is updated immediately on your account. If you've chosen to mail the form, we'll update your successor participant in 3 business days. You'll either receive an email confirmation in 1–2 business days or a mailed confirmation in 3–5 business days (depending on your delivery preferences). If you have any questions, please call a 529 college savings representative at 800-544-1914. Please wait while Fidelity's Virtual Assistant loads.

Questions

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