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  • Next Genclient Select Series Withdrawal Form

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NextGen College Investing Plan Client Direct Series Withdrawal Request Form Complete this form if you are requesting a withdrawal from a NextGen College Investing Plan Account ("NextGen Account").

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202060PM-D-0211 Questions & Answers

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529 plans do not have specific withdrawal deadlines. A 529 plan account owner is not required to take a distribution when the beneficiary reaches a certain age or within a specified number of years after high school graduation, and funds can remain in the 529 plan account indefinitely.

IRS Form 1099-Q is a statement issued by a 529 plan or Coverdell ESA administrator that lists the amount of distributions in a given tax year. The Form 1099-Q will be issued to the beneficiary if the 529 distribution was paid to: The 529 plan beneficiary.

NextGen 529 is Maine's Section 529 plan which many families use to save for higher education. 529 plans are tax-advantaged college savings plans. NextGen 529 offers multiple investment options. Tax-Free Growth. Any earnings in a NextGen 529 account are.

To obtain a Change of Designated Beneficiary form, log in to your account at merrilledge.com or contact a Merrill Edge® Self-Directed Service Associate at 877.653. 4732.

How do I withdraw money from my Merrill Edge Self-Directed account? Log in to your account and select Transfer Money & Securities under the Accounts tab. From there, you can select the withdrawal method and follow the on-screen instructions.

You can request a distribution online by signing into your account at .merrilledge.com. If you'd like to verbally request a distribution: Call 877-4-NEXTGEN (877-463-9843) or submit via Secure Messaging at MerrillEdge.com See Section 6 for important information regarding your withdrawal request.

You can call your plan administrator, make a request online, or submit a withdrawal request form. The plan can send withdrawals by check to the account owner, the beneficiary, or the school. You can transfer the money to yourself or the beneficiary electronically and then make payment to the school.

The current rate of the NextGen Savings Portfolio is 4.50% APY as of March 24, 2023.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232