DO NOT STAPLE UIICTA MKT7059J DISREQUEST 0313 Page 1 of 4 CHET ADVISOR CHET Advisor Distribution Request Form AN ADVISOR-SOLD PLAN MANAGED BY THE HARTFORD 529 College Savings Program Connecticut Higher.
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How to fill out the CHET Advisor Withdrawal Request Form - Hartford Funds online
Completing the CHET Advisor Withdrawal Request Form is essential for managing withdrawals from your CHET Advisor College Savings Plan. This comprehensive guide will walk you through each section of the form to ensure your request is submitted accurately and efficiently.
Follow the steps to complete your withdrawal request form.
- Click 'Get Form' button to access the CHET Advisor Withdrawal Request Form and open it for editing.
- Begin by filling out Section 1, which requires the Account Owner information. Provide your Social Security Number or Taxpayer Identification Number, Account Number, full name, and telephone number for any questions regarding your account.
- Proceed to Section 2 to enter the Designated Beneficiary information. This includes their name, Social Security Number or Taxpayer Identification Number, mailing address, city, state, and zip code.
- In Section 3, select the Reason for Distribution. You have six options to choose from, such as qualified distributions for higher education expenses or non-qualified distributions. Be sure to check only one option relevant to your situation.
- For Section 4, specify the Amount of Distribution. You can select to withdraw the full balance or a partial amount. If choosing a partial amount, clearly indicate the dollar amount requested, and specify whether to distribute proportionately among investment options or from specific options.
- In Section 5, sign and date the form, certifying that you understand the regulations and that the information provided is accurate.
- If you require a Medallion Signature Guarantee due to an early distribution request, complete Section 6 with the necessary details and obtain the signature from an authorized officer.
- Once all sections have been filled out, review the form for accuracy. You can then save your changes, download, print the form, or share it as needed.
Complete your CHET Advisor Withdrawal Request Form online today to manage your account effectively.
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