Get the free NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form
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This form is used to request a withdrawal of matching grant funds held in a NextGen account for qualified higher education expenses, requiring submission alongside a Withdrawal Request Form.
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How to fill out nextgen college investing plan
How to fill out NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form
01
Obtain the NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form from the official website or customer service.
02
Fill in the account holder's details, including name, address, and account number.
03
Enter the amount you wish to withdraw from the matching grant.
04
Provide the recipient's information, if applicable, who will receive the funds.
05
Confirm that the funds will be used for qualified higher education expenses.
06
Sign and date the form to certify the information provided.
07
Submit the completed form via mail or online as instructed in the guidelines.
Who needs NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form?
01
Families who have established a NextGen College Investing Plan® account and are seeking to withdraw funds from a matching grant.
02
Account holders who need to demonstrate the use of funds for qualified education expenses.
03
Individuals planning to use matching grant funds for college or vocational educational purposes.
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People Also Ask about
How do I use my 529 plan to pay for college?
You can call your plan administrator, make a request online, or submit a withdrawal request form. The plan can send withdrawals by check to the account owner, the beneficiary, or the school. You can transfer the money to yourself or the beneficiary electronically and then make payment to the school.
What is a NextGen 529 plan?
NextGen 529™ is a Section 529 plan that offers you a tax-advantaged way to invest for a child's education expenses. 1 The NextGen 529 Client Select Series gives you the ability to customize your investments among a broad array of portfolio options offered by several investment managers.
What is a NextGen 529 account used for?
You can use your NextGen 529 account funds to pay for a variety of qualified education expenses1 at eligible higher education institutions, which include four-year colleges or universities, accredited two-year associate degree programs, vocational schools, trade schools, even qualified online courses– any post-
What is the biggest downside to a 529 plan?
529s count against you for federal aid “The greater the assets in the plan, the less aid is available from grants, loans and financial scholarships.” It's important to note, however, that the hit to financial aid depends on who owns the account.
How do I withdraw money from my college fund?
Parents can make 529 withdrawals by completing a withdrawal request form online. Some plans also allow 529 plan account owners to download a withdrawal request form to be mailed in or make a withdrawal request by telephone. The withdrawal request form will typically ask for information such as: 529 plan account number.
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What is NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form?
The NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form is a document that allows account holders to request the withdrawal of matching grant funds from their NextGen College Investing Plan account to be used for qualified educational expenses.
Who is required to file NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form?
Account holders who wish to withdraw matching grant funds to pay for eligible college expenses must file the NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form.
How to fill out NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form?
To fill out the form, account holders should provide their NextGen account number, the beneficiary's information, specify the amount to be withdrawn, and certify that the funds will be used for qualified education expenses by signing the form.
What is the purpose of NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form?
The purpose of the form is to formally request the withdrawal of matching grant funds while ensuring that the funds will be used in compliance with the terms of the NextGen College Investing Plan for qualified educational expenses.
What information must be reported on NextGen College Investing Plan® Matching Grant Withdrawal and Certification Form?
The form must report the account holder's details, beneficiary's information, the specific amount of matching grant funds requested for withdrawal, and a certification statement regarding the use of the funds for qualified education expenses.
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