Get 529 Njbest Withdrawal Form

This guide provides comprehensive instructions for completing the 529 NJBEST Withdrawal Form online. Whether you are withdrawing funds from a college savings plan or making a rollover, this step-by-step approach will help ensure that you complete the form accurately.

Follow the steps to successfully complete the withdrawal form.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. In the Account Information section, clearly fill in your first name, middle initial, last name, primary phone number, alternate phone number, beneficiary's first name, middle initial, last name, suffix, account owner SSN/TIN, account owner date of birth, beneficiary SSN/TIN, and account number. Ensure all details match those on file to avoid delays.
3. Move to the Withdrawal Information section. Here, specify the investment options from which you want to withdraw, and indicate the withdrawal amount or percentage for each selected option. Make sure your total withdrawal amount is also stated clearly.
4. Transition to the Type of Distribution section. Choose the appropriate option based on how you want the funds distributed, such as to yourself as the account owner, the beneficiary, an educational institution, or through a rollover.
5. Complete the relevant sections based on your choice from the previous step. If funds are to be sent directly to an educational institution, provide the institution's details, and for ACH or wire transfers, ensure you have provided the necessary bank account details. Include the bank name, routing number, and account number as required.
6. In the Signature section, sign and date the form. A signature guarantee may be necessary depending on the specifics of your withdrawal request.
7. After completing the form, review all entered information for any inaccuracies or missing fields. Save your changes, then download or print the completed form as needed.

Complete your withdrawal documents online today for a smoother process.