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To pay such amounts to the payee indicated in section 5. These systematic withdrawals will continue until the Investment Portfolio(s) from which the systematic withdrawal is made has insufficient funds to continue making these payments, or you advise the Plan in writing to stop making such payments. Select the frequency of your systematic withdrawals. Monthly Quarterly Other Select the month(s) of your systematic withdrawals. Feb. Mar. Apr.

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529 plans will allow money to be taken out for the exact amount of the scholarship or grant that has been awarded. So, if the potential for a scholarship has been making you hesitant on saving in your child's 529, this is generally not a cause for concern.

Parents can make 529 withdrawals by completing a withdrawal request form online. Some plans also allow 529 plan account owners to download a withdrawal request form to be mailed in or make a withdrawal request by telephone. The withdrawal request form will typically ask for information such as: 529 plan account number.

For faster processing, you can request a withdrawal online at ScholarShare529.com. Use this form to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your ScholarShare College Savings Plan Account. You must submit a separate form for each withdrawal you are requesting.

You should allow 7–10 business days for the check transfer. That's why, to ensure you leave enough time for the payments to arrive, it's best to not wait until the last minute to request your withdrawal. Also, a best practice is to keep receipts, if you're paying the bill with 529 proceeds.

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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