Get U.plan Purchase Request Form For Internal Use Only - Mefa

This guide provides a comprehensive overview of how to effectively fill out the U.PLAN PURCHASE REQUEST FORM. With step-by-step instructions tailored to users of all experience levels, you will be able to complete the form with confidence.

Follow the steps to complete the form accurately and efficiently.

1. Press the ‘Get Form’ button to access the U.PLAN PURCHASE REQUEST FORM and open it in your preferred online editor.
2. Begin by filling out the owner information section. Provide the necessary details, such as your name, Social Security Number, and contact information. Ensure all information is printed clearly.
3. Complete the beneficiary information section by providing the relevant details for the person who will receive the tuition benefits. This includes their Social Security Number, date of birth, and relationship to you.
4. In the maturity years selection section, choose the years for which you wish to purchase tuition certificates. Note that a minimum purchase amount of $300 is required for each selected maturity year.
5. Fill out the payment summary section, ensuring that your personal check is prepared for the total purchase amount indicated. It is important to use only personal checks for this transaction.
6. Answer the question regarding how you heard about the U.PLAN. Your response will help in evaluating future enrollment strategies.
7. Finally, sign and date the form to acknowledge that you understand the terms and conditions outlined in the enrollment agreement. Ensure your signature is placed in the designated area.
8. Once all sections are completed, save your changes, and opt to download, print, or share the form as necessary.

Complete your documents online with ease and ensure all submissions are accurate.