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  • Withdrawal Request - Upromise

Get Withdrawal Request - Upromise

Withdrawal Request To withdraw available funds from your Upromise account, please complete and send it to: Upromise, Inc., ATTN: Customer Care PO Box 55555 Boston, MA 02205-5555 or Fax this form to:.

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How to fill out the Withdrawal Request - Upromise online

This guide provides step-by-step instructions for completing the Withdrawal Request - Upromise form online. Whether you are withdrawing your total available balance or a partial amount, this comprehensive guide ensures you have all the information needed to fill out the form accurately.

Follow the steps to complete your Withdrawal Request online.

  1. Click ‘Get Form’ button to download the Withdrawal Request - Upromise form.
  2. Provide your full name in the designated field. Ensure your name is printed legibly to avoid any issues with your request.
  3. Fill in your mailing address. Include your street address, city, state, and zip code, making sure your information is clear and accurate.
  4. Enter your phone number. This allows Upromise to contact you if there are any questions regarding your request.
  5. Input your email address in the specified field. This will facilitate communication regarding your withdrawal.
  6. Locate your Upromise account number. You can find this by logging into your Upromise account and navigating to the 'My Account' section. Ensure you write this number correctly in the form.
  7. Provide your signature in the appropriate space. This confirms your request and authorizes the withdrawal.
  8. Select one of the withdrawal options. Indicate whether you want to withdraw your total available balance, a partial amount or withdraw all funds and close your Upromise account.
  9. If you are requesting more than $1,000, ensure your request is either notarized or contains a Signature Guarantee from a financial institution.
  10. Once all information is complete, save your changes. You may then print or share the form as needed. Send it to the provided address for Upromise, or fax it if applicable.

Start your Withdrawal Request online today for a seamless experience.

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Redeeming Rewards You can ask for an automatic transfer to a bank account, or you can link your credit card account to a 529 College Savings Plan online and transfer your money to it. You can only transfer to a bank account if you have at least $10 in your Upromise account.

The first way to earn cash with Upromise is through their online shopping portal. ... Another way to earn cash is through dining at restaurants or shopping at certain local stores. For instance, you can register a debit or credit card with Upromise, then go out to eat or buy gift certificates at participating restaurants.

In 2013, Upromise Investments was acquired by Ascensus. Upromise Investments is now known as Ascensus College Savings and is no longer affiliated with Sallie Mae or the Upromise rewards program.

Upromise has a consumer rating of 1.86 stars from 35 reviews indicating that most customers are generally dissatisfied with their purchases. Consumers complaining about Upromise most frequently mention customer service and credit card problems. Upromise ranks 78th among Personal Finance sites.

Your withdrawals of the funds are federal tax-free, as long as you use the funds for a qualified expense. * There are estate- and gift-tax benefits too. Tax-deferred growth. Because your earnings are free from federal income tax while they remain in your account, they can be reinvested.

You can request a withdrawal online at www.ssga.upromise529.com or by calling 1.800. 587.7305. We are required to file IRS Form 1099-Q if you take a withdrawal from your SSGA Upromise 529 account.

Upromise is an easy and rewarding way to save for college. ... Upromise combines features of several savings programs, including a cash back rewards credit card, cash back rewards from an online shopping portal and a round up savings program. It also provides members with the opportunity to earn college scholarships.

You can request a withdrawal online at www.ssga.upromise529.com or by calling 1.800. 587.7305. We are required to file IRS Form 1099-Q if you take a withdrawal from your SSGA Upromise 529 account.

Upromise, Inc. U.S. Upromise is a Newton, Massachusetts-based company that provides a loyalty program of the same name, where members accrue credits on eligible purchases that are directed to a college savings plans or to pay down student loans.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232