Get Tomorrow’s Scholar 165720 2020-2025

If you are looking to request a distribution from your Tomorrow’s Scholar account or wish to set up a systematic withdrawal plan, this guide will assist you with a clear step-by-step walkthrough on filling out the Tomorrow’s Scholar 165720 form online.

Follow the steps to complete your withdrawal request form.

1. Click ‘Get Form’ button to obtain the Tomorrow’s Scholar 165720 form and open it in your preferred online editor.
2. Begin by filling out the account information in the designated fields. This includes the name of the account owner or custodian, their social security or taxpayer ID number, and the account number.
3. Provide your mailing address, including U.S. residential street address, city, state, and ZIP code. If the mailing address differs from the residential address, include that information as well.
4. Fill in the beneficiary's information, including their name, mailing address, and social security or taxpayer ID number.
5. Select the type of distribution you wish to make. Choose between establishing a systematic withdrawal plan or a one-time distribution. If opting for a systematic withdrawal plan, specify the payment amount and frequency.
6. If requesting a distribution from multiple options, provide detailed allocation instructions for each investment option.
7. Indicate the preferred payment method for the distribution and attach the necessary documents, such as a voided check for electronic funds transfer if applicable.
8. Read and understand the agreement and certification section. Ensure you acknowledge the terms stated in the document before proceeding to sign.
9. Sign and date the form. If a Medallion Signature Guarantee is required, ensure it is obtained before submitting the form.
10. Once the form is fully completed, review all sections for accuracy and clarity. You may then save changes, download, print, or share the form for submission.

Complete your Tomorrow’s Scholar 165720 online and manage your education savings effectively.