Get Nextgen College Investing Plan Withdrawal Request Form

Filling out the Nextgen College Investing Plan Withdrawal Request Form online is a straightforward process designed to assist you in accessing the funds from your account. This guide provides clear instructions on how to complete each section of the form effectively.

Follow the steps to fill out the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your current account information. Include your name, mailing address, phone number, and social security number. If the address is the same as the one provided for the participant, check the corresponding box.
3. Specify the payment instructions in the relevant section. Choose how you would like the check made payable, selecting from options such as Participant, Designated Beneficiary, Eligible Institution of Higher Education, or Section 529 Program.
4. Indicate the payment method you prefer. Choose whether you want a check mailed directly to the recipient, a transfer to a Merrill Lynch account, a direct payment to an eligible institution, or a rollover contribution.
5. In the source and amount of withdrawal section, state the reason for the distribution, whether it is due to the death or disability of the designated beneficiary and specify the amount of withdrawal you are requesting. You can choose a full or partial withdrawal and must provide the exact dollar amount for partial withdrawals from your portfolios.
6. If applicable, complete the certification for withdrawal of Maine matching grants. This includes stating the withdrawal amount for matching grant funds and confirming that you are aware of the conditions related to these funds.
7. Sign and date the form to certify that the information provided is accurate. Ensure to allow at least two weeks for mailing and processing time once submitted.
8. After filling out all sections, you may choose to save changes to your document, download a copy for your records, print it out for mailing, or share it as required.

Start completing your Nextgen College Investing Plan Withdrawal Request Form online today.