Get C445 - Rollover And Transfer Form - College Foundation Of North ... - Cfnc

This guide provides clear and supportive instructions for users on how to complete the C445 - Rollover and Transfer Form online. It outlines each section and field of the form to ensure a smooth and efficient process.

Follow the steps to successfully complete the C445 form.

1. Click the ‘Get Form’ button to access the C445 - Rollover and Transfer Form. This will allow you to open it in an editable format.
2. Begin by filling out the Participant and Beneficiary Information section. Clearly print the name of the Participant along with their Social Security or Taxpayer Identification Number.
3. Next, enter the Beneficiary's name and their Social Security or Taxpayer Identification Number. Make sure all information is accurate and concise.
4. If applicable, include the Account Number associated with the Beneficiary’s established account to track the rollover accurately.
5. In the Rollovers section, confirm that you meet the criteria for a qualifying rollover. Provide the necessary documentation from your former qualified tuition program or fill out the required limitations.
6. Indicate whether it is a rollover from another qualified tuition program or between existing accounts. Complete the sections accordingly, noting withdrawal dates and amounts considered as contributions and earnings.
7. If you are transferring proceeds from a Coverdell Education Savings Account or a Qualified U.S. Savings Bond, complete the relevant sections and provide attached documentation as specified.
8. Finally, sign the form to certify that all information is true and complete. Provide the date of signing. Make sure your signature is clear and legible, as this is crucial for processing.
9. Once the form is completed, you can save changes, download it for your records, print it, or share it with the necessary parties.

Complete your C445 form online to ensure a swift and effective rollover or transfer process.