Get Oh Collegeadvantage Withdrawal Request Form 2015

Filling out the OH CollegeAdvantage Withdrawal Request Form online can be straightforward when you understand each section and field. This guide will provide you with step-by-step instructions to ensure a smooth withdrawal process.

Follow the steps to complete your withdrawal request form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your account number in the designated field. This number is specific to your CollegeAdvantage Guaranteed 529 Savings Plan.
3. Fill in the Account Owner information, including first name, middle initial, last name, Social Security number, and contact numbers.
4. Provide the Beneficiary information, including their first name, middle initial, last name, and Social Security number.
5. Select the reason for your withdrawal from the given options. Make sure to consult records for tax purposes if necessary.
6. Enter the educational institution's name and mailing address, along with the Beneficiary’s student ID number and academic year.
7. Check the applicable term(s) for which you are requesting funds.
8. Specify the withdrawal amount or indicate that you want to withdraw 100%. Ensure you verify your account balance to avoid issues.
9. Choose the recipient for the withdrawal and complete the information if it is not going directly to the educational institution.
10. Indicate your preferred withdrawal method and provide bank account information if opting for an electronic funds transfer.
11. Sign the form in the required section and date your signature. Ensure all information provided is accurate. If required based on the conditions outlined, a notarization may be necessary.
12. Once completed, you may save changes, download, print, or share the form as needed.

Begin your withdrawal request process online today and ensure all your details are accurately filled out.