Get Collegeboundfund Withdrawal & Outgoing Transfer Form

Completing the CollegeBoundfund Withdrawal & Outgoing Transfer Form online can be a straightforward process when you understand each component of the form. This guide will walk you through the necessary steps to ensure your withdrawal or transfer request is properly submitted.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your requestor information. If you are the registered participant, answer 'yes' and proceed to Section 2. If not, provide your name, daytime phone number, and check the appropriate box indicating your capacity.
3. Enter your current account information in Section 2. Include your account number, participant details, and beneficiary information. Make sure to provide accurate Social Security or Tax ID numbers.
4. Select the type of withdrawal you are requesting in Section 3. Options include qualified withdrawal, non-qualified withdrawal, or specific circumstances such as disability or scholarship. Ensure to check one of the boxes to process your request.
5. Fill out Section 4 for withdrawal instructions. Indicate whether this is a one-time withdrawal and specify the amount, or apply for an automatic withdrawal plan according to your needs.
6. Complete Section 5 by providing payment instructions. Specify who the payee will be and either check the appropriate box for electronic funds transfer or fill in the details for a written check.
7. Sign the form in Section 6, certifying that all the information provided is accurate. If applicable, ensure all necessary signatures are included, especially for the Medallion Signature Guarantee.
8. Once you have completed all sections, save the changes to your form. You can then download, print, or share the form as needed.

Start filling out the CollegeBoundfund Withdrawal & Outgoing Transfer Form online today for a hassle-free experience.