Guest eli Posted March 12, 2002 Posted March 12, 2002 I'm completely lost on how to find an answer for this one. I've been looking, but I'm at the just ask everyone stage. What are the citizenship requirements for opening a 529 plan? It seems that even if the beneficiary is a US citizen, a relative outside the US cannot open an account for them without a SS#. Has anyone encoutered this? Has anyone found a work-around?
Appleby Posted March 12, 2002 Posted March 12, 2002 The IRS has provisions for individual who are unable to obtain a SS#. Such individuals may file for individual tax ID numbers (ITINs). This URL provides information on how to obtain an ITIN and it’s purpose. http://www.irs.gov/efile/display/0,,i1%3D5...3D13288,00.html Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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