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529 Distribution Request for Direct Rollover to a Roth IRA For assistance, please contact our CollegeAccess 529 Plan Investor Services at 8665297462, Monday through Thursday, 8:30am 6:00pm and until

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How to fill out collegeaccess 529 distribution request

01

Log in to your collegeaccess 529 account.

02

Navigate to the 'Forms' section.

03

Look for the 'Distribution Request Form' and click on it.

04

Fill out the form with your personal details, including the amount you wish to withdraw and the reason for the distribution.

05

Verify all the information provided is accurate.

06

Submit the form for processing.

Who needs collegeaccess 529 distribution request?

01

Individuals who have a collegeaccess 529 account and need to make a withdrawal of funds for qualified education expenses.

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What is collegeaccess 529 distribution request?

Collegeaccess 529 distribution request is a form used to request a withdrawal or distribution of funds from a college savings plan account.

Who is required to file collegeaccess 529 distribution request?

The account holder or their authorized representative is required to file collegeaccess 529 distribution request.

How to fill out collegeaccess 529 distribution request?

Collegeaccess 529 distribution request can be filled out online through the account management portal or by submitting a paper form to the plan administrator.

What is the purpose of collegeaccess 529 distribution request?

The purpose of collegeaccess 529 distribution request is to access and use the funds saved in a college savings plan account for qualified educational expenses.

What information must be reported on collegeaccess 529 distribution request?

The request typically requires details such as the amount to be withdrawn, the recipient of the funds, and the purpose of the distribution.

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