Designation or Change of Survivor. (a) If a Survivor has not been designated on an Account, the Account Owner may designate a Survivor by submitting a Request with the full legal name, Social Security Number, and complete contact information for the Survivor. (b) The Survivor of an Account may be changed by submitting a Request. The Survivor may not be changed by will or codicil.
Appears in 3 contracts
Samples: Florida 529 Savings Plan Program Description and Participation Agreement, Florida 529 Savings Plan Program Description and Participation Agreement, Florida 529 Savings Plan Program Description and Participation Agreement
Designation or Change of Survivor. (a) If a Survivor has not been designated on an Account, the Account Owner may designate a Survivor by submitting a Request with the full legal name, Social Security Number, and complete contact information for the Survivor.
(b) The Survivor of an Account may be changed by submitting a Request. The Survivor may not be changed by will or codicil.
(c) To effectuate a change in Survivor due to the death of the Survivor, if the Account requires joint approval, the Account Owner will be required to submit a copy of the death certificate, or other legally recognized proof of death, and a Request.
Appears in 2 contracts
Samples: Florida 529 Savings Plan Program Description and Participation Agreement, Florida 529 Savings Plan Program Description and Participation Agreement
