Get Collegebound 529 Forms

This guide provides detailed instructions on how to complete the Collegebound 529 Forms online, ensuring that you have a comprehensive understanding of the process. Whether you are requesting a distribution or making changes to your account, our step-by-step guide will help you navigate the necessary fields with ease.

Follow the steps to successfully fill out the Collegebound 529 Forms online.

1. Press the ‘Get Form’ button to access the Collegebound 529 Distribution Request Form and open it in your editor.
2. Begin by entering your account information. This includes your Social Security Number or Taxpayer Identification Number, account number, name, telephone number, and the beneficiary’s details. Ensure that all the information is accurate and clearly filled out.
3. Select the reason for the distribution by choosing one option from the list provided. Carefully read through the descriptions and select the one that matches your situation, whether it is a qualified distribution or a non-qualified distribution.
4. Indicate the amount you wish to withdraw. You may choose to withdraw the full balance or specify a partial amount. Make sure to understand the implications of your choice, especially if you are withdrawing a partial amount.
5. Sign the form in the designated area. By signing, you certify that you have read and agree to the terms outlined in the Collegebound 529 Program Description. Ensure that your signature is clear and that you have provided the date.
6. If your address has changed within the last nine business days, you must complete Section 5 for a Medallion Signature Guarantee. This is required to waive the nine business day hold period for your withdrawal request.
7. Once all sections of the form are filled out, save your changes, and then you can download or print the completed form. Ensure that you mail it to the address indicated in the instructions, avoiding any staples.

Complete your Collegebound 529 Forms online today and take the next step towards managing your account effectively.