Get Dc College Savings Plan Distribution Form - Calvert Investments

Filling out the DC College Savings Plan Distribution Form can seem daunting, but this guide aims to simplify the process. This document is used for requesting distributions from college savings accounts, especially for amounts of $50,000 or greater.

Follow the steps to complete the distribution form efficiently.

1. Click ‘Get Form’ button to access the distribution form and open it.
2. Enter the account owner and beneficiary information in Part I. Clearly fill in the account owner name, account number, beneficiary name, and a daytime phone number.
3. Move to Part II and specify the distribution amounts by investment option. You can either list partial amounts for multiple investment options or check the box for the full balance. Ensure that the amounts add up correctly.
4. In Part III, provide payment instructions. Indicate whether a check should be made payable to the account owner or specify an alternative institution or beneficiary name along with their address.
5. Proceed to Part IV to indicate the distribution type. Review the definitions provided for each type—qualified, rollover, or non-qualified distribution—and select the appropriate option. Make sure to report the distribution using the correct Social Security number.
6. In Part V, review and sign the certification statement. Your signature affirms that all provided information is accurate and that you understand tax responsibilities.
7. If applicable, ensure a signature guarantee in Part VI is completed for distributions of $50,000 or more. This stamp must be from an acceptable institution and cannot be a notary public.
8. Finally, verify all entries are correct and legible before saving changes, downloading, printing, or sharing the completed form.

Complete your DC College Savings Plan Distribution Form online today for a seamless experience.