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BRI G H T STA RT COLLEGE SAV KINGS Withdrawal Form Investing Through a Financial Professional Instructions Print clearly in all CAPITAL LETTERS using blue or black ink. The following actions may be
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How to fill out bright start advisor-sold withdrawal

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How to fill out Bright Start Advisor-Sold withdrawal:

01
Visit the Bright Start website and log in to your account using your username and password.
02
Navigate to the "Withdrawals" section and select "Advisor-Sold Withdrawal" from the options provided.
03
Fill out the required information, such as the withdrawal amount, the destination account, and the reason for the withdrawal.
04
Review the information you have entered to ensure its accuracy.
05
Submit the withdrawal request and wait for confirmation from Bright Start.

Who needs Bright Start Advisor-Sold withdrawal:

01
Parents or guardians who have set up a Bright Start college savings account for their child and wish to make a withdrawal to cover educational expenses.
02
Individuals who have invested in a Bright Start Advisor-Sold account and need to access their funds for personal or financial reasons.
03
Investors who have reached a specific milestone, such as retirement, and want to withdraw funds from their Bright Start Advisor-Sold account to support their lifestyle.
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Bright Start advisor-sold withdrawal refers to the process of withdrawing funds from a Bright Start account that was sold through a financial advisor.
The account holder or authorized individual is required to file the bright start advisor-sold withdrawal.
To fill out a bright start advisor-sold withdrawal, the account holder needs to provide personal information, account details, withdrawal amount, and any additional required information.
The purpose of bright start advisor-sold withdrawal is to allow account holders to access funds from their Bright Start account that was sold through a financial advisor.
Information such as the account holder's personal details, account information, withdrawal amount, reason for withdrawal, and any required documentation must be reported on a bright start advisor-sold withdrawal.
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