Get 2781, Request To Transfer Met Educational ... - State Of Michigan - Mich

Filling out the 2781 form can seem daunting, but this guide provides a professional and supportive approach to streamline the process. The form is necessary for transferring educational benefits under the Michigan Education Trust, and understanding each section will ensure a smooth submission.

Follow the steps to complete the form accurately and efficiently.

1. Click the ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin filling in the 'Original Beneficiary' section. Provide the original beneficiary's name, relationship to the new beneficiary, street address, Social Security number, email address, and contact numbers. Also, indicate the number of years or semesters of educational benefits purchased.
3. Enter the 'New Beneficiary' details. Include their name, Social Security number, address, date of birth, and contact information. Also, specify the number of years or credit hours of educational benefits requested for transfer.
4. Answer the questions regarding the new beneficiary's acceptance of the original graduation year. Indicate whether the new beneficiary is currently enrolled in a college or university, and if you wish to activate the contract now.
5. Both the original and new beneficiaries must sign the form on the designated sections, ensuring all signatures are notarized.
6. After completing the form, review all entries for accuracy. You can then save your changes, download, print, or share the completed form before mailing it to the Michigan Education Trust.

Start completing your 2781 form online today to ensure a smooth transfer of educational benefits.