Get Alliance Berstein Collegebound Fund 529 Withdrawal Form

This guide provides step-by-step instructions on completing the Alliance Bernstein Collegebound Fund 529 Withdrawal Form online. Whether you are requesting a withdrawal or a transfer, understanding each section will help ensure the process runs smoothly.

Follow the steps to complete your withdrawal form efficiently.

1. Click ‘Get Form’ button to obtain the withdrawal form and open it for editing.
2. Provide requestor information. Indicate if you are the registered participant. If not, enter your name and daytime phone number alongside your role.
3. Enter current account information, including the account number and participant details. For entities, include the formal name and relevant information.
4. Fill in beneficiary information by providing their details, such as Social Security number, name, and date of birth.
5. Indicate the type of withdrawal by selecting one option that describes your request, ensuring it is aligned with the definitions in the program description.
6. Complete the withdrawal instructions. Specify if it is a one-time withdrawal or an automatic withdrawal plan, filling in the fund name, amount, and frequency as applicable.
7. Provide payment instructions. Indicate who should receive the funds, including their contact information if necessary.
8. If opting for electronic funds transfer, include bank account information. Ensure all bank account owners' signatures match those on file.
9. Sign the form in the designated section, confirming that all provided information is accurate and complete. A Medallion Signature Guarantee may be necessary under specific circumstances.
10. After filling out the form, make sure to review all information. Once completed, you can save your changes, download, print, or share the form as needed.

Complete your Alliance Bernstein Collegebound Fund 529 Withdrawal Form online today for a smooth withdrawal process.