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What is the definition of an interested party in a 529 fund?

William Cain

in Student Loans

1 answer

1 answer

Mindee Nelson on April 22, 2019

The petitioner is a person other than the holder of the account that has
the ability to call and ask specific questions about the account.
The interested party also doubled quarterly statements.

In a related issue, the Successor Account Owner is the person who will be the owner of the account if th eaower dies. If the owner and successor died at the same moment that the account will be the executor of the owner of the property.

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