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Get U.plan Beneficiary Change Request Form - Mefa
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How to fill out the U.Plan Beneficiary Change Request Form - Mefa online
The U.Plan Beneficiary Change Request Form is essential for updating the beneficiary on your prepaid tuition account. Completing this form online ensures a streamlined process, allowing you to easily manage your educational financial planning.
Follow the steps to fill out the form online effectively.
- Press the ‘Get Form’ button to access the document and open it in your preferred editor.
- In Section A, enter your current U.Plan account information, including your account number, owner name, and current beneficiary name.
- Move to Section B, where you will provide the new beneficiary information. Enter their account number (if applicable), name, social security number, date of birth, and relationship to the prior beneficiary.
- If you choose to designate a successor owner, navigate to Section C. Enter the name, date of birth, social security number, street address, city, state, and zip code of the successor owner.
- In Section D, as the account owner, provide your signature and date to authorize the change of beneficiary, confirming that the new beneficiary is a qualifying relative.
- Review all provided information for accuracy before proceeding to save changes, download, print, or share the completed form.
Complete your U.Plan Beneficiary Change Request Form online today!
Usually there are two ways in which a beneficiary can be removed; The beneficiary can sign a legal document renouncing their interest in the Trust assets. The Trustee can use their discretionary power to remove an individual as a beneficiary by following the instructions in the Trust Deed.
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