Get Brightstart Withdrawal Form - Bright Start College Savings

This guide provides a step-by-step overview of how to complete the BrightStart Withdrawal Form for the Bright Start College Savings online. It is designed to assist users, regardless of their experience with legal forms, in accurately filling out each section.

Follow the steps to complete your withdrawal form with ease.

1. Click ‘Get Form’ button to access the BrightStart Withdrawal Form online and open it in your document editor.
2. Begin with the 'Current Account Information' section. Fill in the required fields detailing your account number, your first and last name as the account owner, and the designated beneficiary’s information, including their Social Security or Individual Taxpayer Identification number. All fields in this section are mandatory.
3. In the 'Reason for Withdrawal' section, select the appropriate withdrawal type by marking the box for either a Qualified Withdrawal, Nonqualified Withdrawal, or Withdrawal Due to Death, Disability, Scholarship Awarded to the Beneficiary, or Appointment to a U.S. Military Academy.
4. Specify the withdrawal amount in the 'Amount of Withdrawal' section. Indicate if you want to withdraw the total account balance or a partial withdrawal, providing the dollar amount and any relevant portfolio option details.
5. Complete the 'Systematic Withdrawal Setup' if you wish to establish ongoing withdrawals. Choose the frequency (monthly, quarterly, annually, or random), specify the withdrawal amount, and provide the desired start date for these withdrawals.
6. In the 'Withdrawal Payment Instructions' section, choose how you'd like the withdrawal amount to be paid (e.g., check to the account owner, funds transfer, or check to the educational institution). Fill in details as required.
7. If you chose electronic fund transfer, provide your bank account information in the 'Bank Account Information' section, including a voided check or preprinted savings slip.
8. After filling in all required information and verifying accuracy, sign in the 'Signature' section, acknowledging the withdrawal terms. Ensure you have checked for any needed signature guarantees.
9. Finally, review the completed form for accuracy, save any changes, and prepare to download, print, or share the form as needed.

Begin filling out the BrightStart Withdrawal Form online to ensure a smooth and efficient withdrawal process.