Get the free Use this Form to Transfer Funds between

I. Last Account Owner Date of Birth MM/DD/YYYY Daytime Phone Number Evening Phone Number Transfer Funds Between CollegeCounts 529 Accounts Account Number Beneficiary Name Important The beneficiaries named on the two above-referenced accounts must be related as members of the family. See the Program Disclosure Statement for the definition of Member of the Family. Otherwise the Fund Transfer Form cannot be used. Instead a nonqualified withdrawal must be requested. The earnings portion of a...

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Use this form to report your annual income.

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