Get the free Oregon College Savings Plan Withdrawal Request Form
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This form is used to withdraw funds from the Oregon College Savings Plan, allowing account owners to specify the withdrawal type, account and beneficiary details, and payment instructions.
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How to fill out oregon college savings plan
How to fill out Oregon College Savings Plan Withdrawal Request Form
01
Obtain the Oregon College Savings Plan Withdrawal Request Form from the official website or your account.
02
Ensure you have your account number and the beneficiary's information available.
03
Fill in the beneficiary's name and social security number on the form.
04
Select the type of withdrawal: qualified or non-qualified.
05
Specify the amount you wish to withdraw.
06
Provide your contact information including name, address, and phone number.
07
Sign and date the form to certify the information is accurate.
08
Submit the form via mail or online, as per the instructions provided.
Who needs Oregon College Savings Plan Withdrawal Request Form?
01
Account holders who want to withdraw funds for education-related expenses.
02
Beneficiaries attending college or other qualified educational institutions.
03
Parents or guardians managing the savings plan on behalf of a child.
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People Also Ask about
What is the maximum contribution to a 529 plan in Oregon?
529 contribution limits StateContribution limit North Dakota $269,000 Ohio $541,000 Oklahoma $450,000 Oregon $400,00047 more rows • May 29, 2025
What is the biggest downside to a 529 plan?
Though 529 plans offer the benefit of tax-free gains, they have some drawbacks. Investment options can be limited, and the fees can be high. While you have some flexibility in using unneeded funds, you risk a penalty on non-educational withdrawals.
Which state has the lowest 529 fees?
Lowest Cost 529 Plans RankStateLowest cost option 1 Louisiana* $0† 2 Florida* $25 3 South Carolina* $26 4 California $5111 more rows • Apr 8, 2024
What is the Oregon 529 law?
(2) The Oregon 529 Savings Network shall consist of: (a) A higher education qualified tuition savings program: (A) That increases the ability of families and individuals to save for higher education. (B) In which the earnings on contributions of network participants are exempt from state income taxation.
How much does Oregon 529 plan cost?
529 College Savings Plans in Oregon Plan NameProgram TypeFees Oregon College Savings Plan Find an Advisor Read Review College Savings Plan 0.27% to 0.71% MFS 529 Savings Plan Find an Advisor Read Review College Savings Plan 0.71% - 2.04% May 15, 2023
What can an Oregon college savings plan be used for?
OCSP is a state-sponsored savings program that grows tax-free, which can be used for qualified expenses like tuition, books, room and board, and technology needs at any accredited, post-secondary institution or trade school.
What is the MFS Oregon College savings Plan?
The MFS 529 Savings Plan is a long-term, tax-deferred vehicle designed to help families save and invest money specifically to pay tuition and other related costs of higher education. Residents of Oregon may also benefit from additional tax advantages.
Is Oregon 529 plan a tax credit?
An Oregon tax credit of up to $180 ($360 if married filing jointly) is available. The credit is based on your total contributions made during tax year.
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What is Oregon College Savings Plan Withdrawal Request Form?
The Oregon College Savings Plan Withdrawal Request Form is a document used by account holders to request the withdrawal of funds from their Oregon College Savings Plan account to pay for qualified education expenses.
Who is required to file Oregon College Savings Plan Withdrawal Request Form?
The account owner or a designated beneficiary is required to file the Oregon College Savings Plan Withdrawal Request Form when they wish to withdraw funds from the account.
How to fill out Oregon College Savings Plan Withdrawal Request Form?
To fill out the Oregon College Savings Plan Withdrawal Request Form, the account holder must provide information such as their personal details, account number, the amount to be withdrawn, and the purpose of the withdrawal, along with any required signatures.
What is the purpose of Oregon College Savings Plan Withdrawal Request Form?
The purpose of the Oregon College Savings Plan Withdrawal Request Form is to officially request the withdrawal of funds so that they can be used for qualified education expenses like tuition, fees, room and board, or other related costs.
What information must be reported on Oregon College Savings Plan Withdrawal Request Form?
The information that must be reported on the Oregon College Savings Plan Withdrawal Request Form includes the account holder's name, the beneficiary's name, account number, the amount requested for withdrawal, the purpose of the funds, and required signatures.
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