“Hi Dad, thanks so much for your offer to let us “buy you out” of mom’s 529. I can give you a better answer on the tax consequences and if we’re going to be in a position to do that if you can send me (give me, forward me) a copy of the last statement so I can do my homework”.
Voila- account number, name of the brokerage firm/plan, state that it’s set up in…