Withdrawal Request Form definition
Examples of Withdrawal Request Form in a sentence
The Withdrawal Request Form requires a minimum of two (2) Business Days from receipt of the withdrawal request for issuance of a check or wire transfer of funds.
For more information, see “Federal and State Tax Considerations.” To withdraw all of the funds and close your Account, complete and submit the Withdrawal Request Form.
Account Owners are responsible for making the determination as to whether a withdrawal is a Qualified Withdrawal or a Non-Qualified Withdrawal and for including this information on the Withdrawal Request Form.
Please note that once the Funds Withdrawal Request Form is submitted, there is no cancellation/reversal of the request.
Written requests for rollover withdrawals from an Account must be submitted to the Recordkeeping Agent on a NextGen 529 Withdrawal Request Form.
Withdrawal Request Form To make a withdrawal from an Account, the Account Owner may submit a Withdrawal Request form and provide such other information or documentation as the Tomorrow’s Scholar® 529 Plan may from time to time require.
Any amount you, your Designated Beneficiary or another person receives from your Account, as directed by you, is called a “withdrawal.” Withdrawals will be made from your Account after (i) your verbal authorization confirmed via telephone; or (ii) your submission of a NextGen 529 Withdrawal Request Form (and any additional required documentation) or any other withdrawal form required by the Recordkeeping Agent and its acceptance by the Program.
The Participant may direct distributions from an Account by providing the Advisor Program with a Withdrawal Request Form and any additional information or documentation required by the State, Trustee, or the Program Manager.
Withdrawals can be requested by phone, online or by mailing a Withdrawal Request Form to the iShares 529 Plan.
To make a non-qualified withdrawal from an account, the Account Owner can either: (1) access the Plan Account on ▇▇▇.▇▇▇, then select Make a Withdrawal; (2) download the Withdrawal Request Form on the Plan’s website and then complete and submit the Form to the Plan; or (3) call Victory Capital for the Form at ▇▇▇-▇▇▇-▇▇▇▇.