Get Tn Tr-0463

Filling out the TN TR-0463 form online is a crucial step for requesting a Withdrawal from your TNStars College Savings 529 Program account. This guide will provide you with detailed, step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete your TN TR-0463 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with the account information section. Enter your account number, followed by the participant's name including the first, middle initial, and last name. Then, provide the Social Security or U.S. Taxpayer ID Number.
3. If applicable, fill in the name of the trustee and the date of the trust. Follow this with your street address (note that P.O. Boxes are not acceptable), city, state, zip code, and both daytime and alternate phone numbers.
4. Next, enter the beneficiary's name and their Social Security or U.S. Taxpayer ID Number. As with the account information, you will need to provide their street address, city, state, and zip code.
5. In the withdrawal information section, select the type of withdrawal you are requesting: qualified withdrawal, non-qualified withdrawal, special circumstances non-qualified withdrawal, or indirect rollover/transfer.
6. Indicate the amount of withdrawal you desire: full withdrawal, partial withdrawal (specify amount), or close account.
7. Complete the payment instructions section by choosing whether the check should be made payable to you (the participant), the beneficiary, or an eligible educational institution. If selecting the latter, provide the institution's name, address, and U.S. student ID number.
8. In the signature authorization section, sign and date the form, certifying that all provided information is accurate and that you understand the tax responsibilities associated with the withdrawal.
9. If the withdrawal check will be sent to a new address or the account value exceeds $100,000, ensure that you have a signature guarantee from an authorized source. Affix the signature guarantee stamp in the designated area.
10. Finally, review all information for accuracy, make any necessary corrections, and save your changes. You may download, print, or share the completed form as needed.

Complete your TN TR-0463 form online today for a smooth withdrawal process.