Get Soar Student Verification Form - Home529 Plans

Filling out the SOAR Student Verification Form - Home529 Plans ensures proper verification of the beneficiary's information and educational intentions for funding purposes. This guide will walk you through each section of the form, providing clear instructions to help simplify the online submission process.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Input the account owner and beneficiary (scholar) information. This includes the Virginia529 account owner name, beneficiary name, and the account number(s). Ensure you enter the beneficiary’s Social Security Number and permanent address. These details are crucial for identification.
3. Provide the beneficiary’s telephone number and email address. This information facilitates communication regarding the account and any related inquiries.
4. Enter the school information where the beneficiary is currently enrolled. This includes the name of the school, the beneficiary’s student identification number, and the school's street address, city, state, and zip code.
5. Indicate the type of school the beneficiary is attending by checking the appropriate box. The options include Community College, College/University, or Other Eligible Educational Institution. If the beneficiary is transferring schools, ensure you check that box as well.
6. Complete the information release section, authorizing Virginia529 and the school to share necessary information. Ensure the beneficiary reads and understands the disclosure related to the Family Educational Rights and Privacy Act.
7. Have the beneficiary review the information provided, sign, and date the form to certify that the information is accurate.
8. Once all fields are completed, save your changes, and proceed to download, print, or share the form as required.

Complete your SOAR Student Verification Form - Home529 Plans online today to ensure a smooth verification process.