Get Florida Prepaid Changing Survivor Form

This guide provides comprehensive instructions for users on how to fill out the Florida Prepaid Changing Survivor Form online. It aims to simplify the process of changing the beneficiary for a Florida Prepaid College Plan while ensuring compliance with necessary requirements.

Follow the steps to complete your form effectively.

1. Click the ‘Get Form’ button to access the Florida Prepaid Changing Survivor Form in your preferred online document editor.
2. Enter the name of the account owner or authorized representative in the designated field.
3. Provide the daytime telephone number of the account owner for contact purposes.
4. Fill in the plan number associated with the Florida Prepaid College Plan.
5. Input the name of the current beneficiary (student) in the appropriate section.
6. In the 'New Beneficiary Information' section, clearly state the new beneficiary's name, using last name, first name, and middle initial as necessary.
7. Indicate the relationship of the new beneficiary to the current beneficiary by marking the appropriate box.
8. Enter the new beneficiary's Social Security number in the provided format.
9. Fill out the address details for the new beneficiary, including street address, city, state, and zip code.
10. Optionally, provide the phone number and email address of the new beneficiary.
11. Record the birth date of the new beneficiary in the specified format.
12. Indicate the current grade of the new beneficiary, if applicable.
13. Select the gender of the new beneficiary.
14. Both the account owner and the survivor (if required) must sign the form where indicated, ensuring all signatures are original and notarized.
15. Collect and attach proof of residency documentation for the new beneficiary.
16. Review all entries for accuracy, then save any changes made to the form.
17. Download or print the completed form as needed before mailing.
18. Mail the form along with accompanying documentation to the Florida Prepaid College Board at the specified address.

Complete your Florida Prepaid Changing Survivor Form online today for a smoother experience.