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Get Virginia 529 Student Verification Form
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How to fill out the Virginia 529 Student Verification Form online
The Virginia 529 Student Verification Form is essential for verifying beneficiary information and school choice intentions. This guide provides clear instructions on how to complete the form online efficiently.
Follow the steps to complete the Virginia 529 Student Verification Form online.
- Press the ‘Get Form’ button to access the Virginia 529 Student Verification Form online.
- Enter the account owner and beneficiary (student) information in the designated fields. This includes the account owner’s name, Social Security number, daytime phone number, and the beneficiary's name and Social Security number.
- Provide the permanent address of the beneficiary, ensuring it is not a temporary school address. Fill in the city, state, and zip code accurately.
- Fill in account number(s) related to the Virginia 529 account.
- Input the school information where the beneficiary is enrolled. This should include the name of the school, the beneficiary’s student identification number, and the school's street address, city, state, and zip code.
- Review the Information Release section carefully. Confirm that you understand and authorize the Virginia529 and the identified school to exchange necessary personal information.
- The account owner and beneficiary (student) must provide their signatures in the designated areas, along with the date.
- Once you have completed all fields and sections, you can save your changes, download a copy of the completed form, print it, or share it as needed.
Take the first step in managing your educational savings by filling out the Virginia 529 Student Verification Form online today.
Withdrawals from a 529 account that are used for non-qualified education expenses are taxable as ordinary income and, unless an exception applies, are subject to a federal penalty of 10 percent.
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