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Next Gen College Investing Plan Change of Participant Form For use with Merrill Edge Self-directed Accounts onlyINSTRUCTIONS: Complete this form if you would like to transfer all of your assets from

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How to fill out change of participant form

01

Obtain a copy of the change of participant form from the relevant authority or organization.

02

Read the instructions provided with the form carefully to understand the requirements and procedures.

03

Fill out the personal information section accurately, including your name, contact details, and any other requested details.

04

Provide the details of the current participant that you wish to change, including their name, identification number, and any other applicable information.

05

Clearly state the reasons for the change of participant and provide any supporting documentation, if required.

06

Review the completed form to ensure all information is accurate and complete.

07

Sign and date the form in the designated areas.

08

Submit the filled-out form to the appropriate authority or organization as specified in the instructions.

09

Keep a copy of the submitted form for your records.

Who needs change of participant form?

01

Anyone who needs to change the participant of a particular activity, program, or service may require a change of participant form. This could include individuals participating in group events, memberships, subscriptions, courses, or any situation where a change in participant is necessary and requires official documentation.

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What is change of participant form?

Change of participant form is a document used to update the information of a participant in a program or event.

Who is required to file change of participant form?

Any participant who needs to update their information is required to file the change of participant form.

How to fill out change of participant form?

To fill out the change of participant form, the participant must enter their current information and indicate the changes that need to be made.

What is the purpose of change of participant form?

The purpose of change of participant form is to ensure that the information on record is accurate and up-to-date.

What information must be reported on change of participant form?

The participant must report their current contact information, program details, and any changes that need to be made.

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