Get Virginia 529 Intent To Enroll Form

Filling out the Virginia 529 Intent To Enroll Form online is a crucial step in securing educational benefits for your chosen institution. This guide will provide clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Virginia 529 Intent To Enroll Form online

1. Press the ‘Get Form’ button to access and open the Virginia 529 Intent To Enroll Form in your preferred online editor.
2. Begin filling out the Account Owner and Beneficiary (Student) Information section. Provide your full name as the Account Owner, followed by the Beneficiary’s (Student's) name.
3. Enter the Social Security Numbers for both the Account Owner and the Beneficiary in the designated fields. This information is essential for identification and processing.
4. Fill in the daytime phone number for the Account Owner to ensure communication if needed.
5. Provide the permanent address of the Beneficiary, avoiding any temporary school addresses. This should include the city, state, and zip code.
6. List all account numbers associated with the Virginia 529 plan to prevent any interruptions in payment to the school.
7. In the School Information section, indicate the name of the school where the Beneficiary is enrolled and their student identification number.
8. Fill in the school’s street address, city, state, and zip code, ensuring accuracy for any communications.
9. Select the type of school the Beneficiary is attending by checking the appropriate box (Community College, College/University, or Other Eligible Educational Institution). If applicable, check the box for transferring or dual enrollment.
10. In the Benefits Information section, indicate whether benefits will be used this academic year. If they are not being used, remember that a new Intent to Enroll form must be submitted when benefits are to be utilized.
11. Choose the semester you will begin using the benefits from the provided options (Fall, Winter, Spring, or Summer). Also, indicate the year you will start using benefits from the options available.
12. Review the Information Release section and understand the FERPA compliance, then sign and date in the fields provided for both the Account Owner and Beneficiary.
13. Once you have carefully filled out all required sections, you can save your changes, download a copy, print, or share the completed form as needed.

Complete your Virginia 529 Intent To Enroll Form online today to ensure your educational benefits are secured!