Get Form 400 Internal Transfer - Utah Educational Savings Plan - Uesp

Filling out the Form 400 for internal transfers within the Utah Educational Savings Plan is a straightforward process. This guide will provide you with detailed steps to ensure a smooth and successful completion of the form.

Follow the steps to complete your transfer online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred digital editor for online completion.
2. In section 1, provide the account information for the UESP account that is funding the transfer. Include your account number, the last and first name of the account owner or agent, and contact information like home phone, work phone, and email. Also, include the beneficiary's last and first name.
3. Indicate the transfer amount in section 1, where you can select either a full-balance transfer or a partial-balance transfer. If you choose a partial transfer, specify the dollar amount or percentage.
4. Move to section 2 to fill in the details for the receiving UESP accounts. For each account, provide the UESP account number, beneficiary's name, account owner or agent's details, and allocate the transferred money either in dollar amounts or percentages. Ensure the totals equal your transfer amount from section 1.
5. In section 3, sign and date the form to provide authorization for the transfer. It is important to certify that the receiving beneficiary is a family member and to acknowledge that you agree with all the terms listed in the form and UESP Program Description.
6. After completing the form, save your changes, and ensure to print it out. Remember to close your browser to protect your personal information before submitting the form.

Complete your Form 400 Internal Transfer online today to ensure a seamless transition of your educational savings.