a b Income subject to income tax in other states and received while a resident of DC. Visit IRS.gov/ Investments in the Bright Start Direct-Sold College Savings Program are not guaranteed or insured by the State of Illinois, the Illinois State Treasurer, Union Bank & Trust Company, the Federal Deposit Insurance Corporation, or any other entity. k. Form DC-535, NOTICE OF TERMINATION OF RESIDUAL PARENTAL RIGHTS--if used (attach to all copies of petition in these proceedings). 3 What makes a 529 plan so different? Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound 529 account. updated: 5/21/2020 dc courts' latest coronavirus updates Please click here for up-to-date information on all changes to court operations due to Coronavirus. l.

Form D-40EZ is no longer available for use for Tax Year 2019 and later. Thank you for visiting the Department of Motor Vehicles’ website. CollegeBound 529 Enrollment Form (Rhode Island Residents) Use this Enrollment Form to open a CollegeBound 529 account for Rhode Island residents. Haga click para Español. b c DC adjusted gross income from D-40, Line 14. c d Divide Line b by Line c. (Enter the percent.) Refund Request Form: Request a Refund or Reduced Refund. Haga click para Español. Benefits Claim Form: Claim Benefits from your Account for your Beneficiary’s attendance at a degree-granting institution. Currently, 34 states including the District of Columbia offer a full or partial tax credit or deduction on 529 plan contributions, according to savingforcollege.com. You may also perform a federal income tax-free rollover from another 529 plan into your DC College Savings Plan account at any time when you change the beneficiary to a qualifying family member of the current beneficiary. For more information about New York’s 529 Advisor-Guided College Savings Program, you may contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108.

Open an account today. Forms Description; Agent Certification Form : Grant an agent authority to act. updated: 5/21/2020 dc courts' latest coronavirus updates Please click here for up-to-date information on all changes to court operations due to Coronavirus. Currently, over 30 states including the District of Columbia offer a full or partial tax credit or deduction on 529 plan contributions. B. ollover from another 529 plan, Education Savings Account (ESA), or Qualified U.S. Savings Bond to the DC R College Savings Plan. We Believe in the Value of Advice. By law, rollovers between 529 plans with the same Beneficiary are permitted only once every 12 months. Money from a DC College Savings Plan can be used for qualified expenses at eligible colleges, universities and vocational schools worldwide, not just in DC. Easily find the form or application you are looking for by choosing from our Most Popular Forms below or selecting All Forms to see a complete list. For more information about the CollegeChoice Advisor 529 Savings Plan ("CollegeChoice Advisor"), contact your financial advisor, call 1.866.485.9413, click here to obtain a Disclosure Statement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. DC College Savings Plan is DC’s tax-advantaged 529 savings plan designed to help people easily and affordably save for college. Form DC-529, DETENTION ORDER--if used (attach to all copies of petition if order issued when petition is prepared). CollegeBound 529 Incoming Rollover Form. General District Court Forms . In addition to the forms available below, the District of Columbia offers several electronic filing services that make tax-filing fast and secure, while also providing a faster turnaround time for your refund.

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