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Get Withdrawal Request Form Instructions - Collegeinvest - Collegeinvest
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How to fill out the Withdrawal Request Form Instructions - CollegeInvest - Collegeinvest online
The Withdrawal Request Form allows users to request funds from their Stable Value Plus or Prepaid Tuition Fund accounts. This guide provides a detailed overview of each section of the form to help users complete it accurately and efficiently.
Follow the steps to successfully fill out the withdrawal request form online.
- Press the ‘Get Form’ button to obtain the Withdrawal Request Form and open it for editing.
- Indicate the reason for withdrawal in Section 1. Choose between 'Qualified Withdrawal,' 'Non-Qualified Withdrawal,' or 'Withdrawal due to Death, Disability or Scholarship Awarded to Student.' Ensure you understand the definitions of each type before making your selection.
- In Section 2, provide your account information. Fill in your program type, your name as the account owner, the beneficiary's name, your Social Security number, account number, telephone number, and email address.
- In Section 3, complete the payment information. Specify to whom the withdrawal should be made payable (Account Owner, Beneficiary, or eligible educational institution). If it’s payable to a college or university, include the Beneficiary's school ID number. Also, provide the mailing address, date payment is needed, and the distribution amount, selecting either the full balance or a specific amount.
- In Section 4, sign and date the form. Read through the agreement concerning non-qualified withdrawals and confirm your understanding by signing.
- Review all provided information for accuracy, save your changes, and then download or print the completed form. You may also share it as required.
Complete your withdrawal request form online and ensure timely processing.
Withdrawing funds from your account is a straightforward process. First, you need to navigate to the Withdrawal Request Form Instructions - CollegeInvest - Collegeinvest section of your account. After accessing the form, fill it out with the required information, including the amount you wish to withdraw. Finally, submit the form as directed, and your withdrawal will be processed promptly.
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