Get the free Florida Prepaid College Plan Change of Survivor Form
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This form is used to change the designated survivor on a Florida Prepaid College Plan, requiring notarized signatures from both the account owner and the current survivor for validation.
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How to fill out florida prepaid college plan
How to fill out Florida Prepaid College Plan Change of Survivor Form
01
Obtain the Florida Prepaid College Plan Change of Survivor Form from the official website or your account portal.
02
Fill in the account holder's information, including name, address, and account number.
03
Specify the current survivor designation that you want to change.
04
Provide the details of the new survivor, including their full name, relationship to the account holder, and any other required personal information.
05
Review the form carefully for any errors or omissions.
06
Sign and date the form to confirm the changes.
07
Submit the completed form via mail or online, as instructed on the form.
Who needs Florida Prepaid College Plan Change of Survivor Form?
01
Individuals who wish to change the designated survivor for their Florida Prepaid College Plan account.
02
Account holders who want to ensure that their benefits are transferred to a new individual in the event of their passing.
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How do I change the owner of my Florida prepaid account?
The notary must properly sign the form. The notary must date the form. The notary must print your name in the appropriate section of the form. Once the required information is received, we will update the plan and provide documents reflecting the change in account owner.
Can I change my Florida Prepaid college plan?
Yes, you may cancel your Florida Prepaid Plan at any time and for any reason. You may request a refund equal to the payments that you have made, less any fees, usage and refunds. Can the Beneficiary be changed? Plan benefits can be transferred from one student to a family member of the student.
How do I contact Florida Prepaid college plan?
1-800-552-4723 Customer Service hours are Monday – Friday, 8 a.m. – 7 p.m. ET. If you have any questions regarding a current Florida Prepaid College Plan insurance policy, please contact Affinity Group Underwriters at (904) 557-0503.
Can you gift Florida prepaid?
With this Gift Certificate, family and friends can make a gift of a contribution to the Florida Prepaid College Plan for a student (beneficiary) enrolled in the plan. The Florida Prepaid College Board does not provide tax or investment advice regarding its Florida Prepaid College Plans or Florida 529 Savings Plan.
What happens to Florida prepaid if my child doesn't go to college?
You may transfer your Florida 529 Savings Plan to another eligible student (including yourself). Starting January 2024, you may also choose to transfer (roll over) remaining 529 Savings Plan funds to a beneficiary's Roth IRA (Individual Retirement Account).
How do I change the owner of my Florida Prepaid account?
The notary must properly sign the form. The notary must date the form. The notary must print your name in the appropriate section of the form. Once the required information is received, we will update the plan and provide documents reflecting the change in account owner.
Can you transfer Florida Prepaid to another child?
You can transfer your plan to another child. If the original student does not use their Florida Prepaid Plan benefits, you may request a refund or transfer the benefits to a sibling, step-sibling or other qualified family member.
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What is Florida Prepaid College Plan Change of Survivor Form?
The Florida Prepaid College Plan Change of Survivor Form is a document used to designate a new survivor who would receive the benefits of a prepaid college plan in the event of the account holder's death.
Who is required to file Florida Prepaid College Plan Change of Survivor Form?
The account holder of a Florida Prepaid College Plan is required to file the Change of Survivor Form if they wish to update or change the designated survivor for the benefits.
How to fill out Florida Prepaid College Plan Change of Survivor Form?
To fill out the form, the account holder must provide their personal information, the existing survivor's details, the new survivor's information, and sign the form to authorize the changes.
What is the purpose of Florida Prepaid College Plan Change of Survivor Form?
The purpose of the form is to allow account holders to update the individual designated to receive the prepaid college benefits in case of their death, ensuring that the benefits go to the intended person.
What information must be reported on Florida Prepaid College Plan Change of Survivor Form?
The information that must be reported includes the account holder's name, the current survivor's information, the new survivor's name and relationship to the account holder, and the account number for identification.
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