Get the free CollegeBoundfund Beneficiary/Participant Change Form

Beneficiary/Participant Change Form Complete this form to change the Beneficiary, change the Participant, or to add, change or remove a Successor Participant. Each capitalized term used but not defined

How to fill out collegeboundfund beneficiaryparticipant change form

How to fill out collegeboundfund beneficiaryparticipant change form:

Obtain the form:

1. Visit the official website of collegeboundfund or contact their customer service.
2. Request the beneficiary participant change form.

Provide personal information:

1. Fill in your full name, address, phone number, and email address.
2. Include your social security number or any other unique identification number required.

Select the beneficiary:

1. Indicate the current beneficiary's full name and date of birth.
2. Specify the new beneficiary's full name and date of birth.

Specify the relationship:

1. State the relationship between you and both the current and new beneficiaries.
2. Choose from options such as parent, grandparent, guardian, etc.

Attach supporting documents:

1. If necessary, submit any supporting documents required by the collegeboundfund for the beneficiary change.
2. Common documents may include birth certificates, adoption papers, or legal guardianship documents.

Sign and date the form:

1. Read through the form carefully to ensure all information is accurate and complete.
2. Sign and date the form at the designated area.

Submit the form:

1. Send the completed form by mail, email, or through an online submission portal as instructed by collegeboundfund.
2. Keep a copy of the filled-out form for your records.

Who needs collegeboundfund beneficiaryparticipant change form:

1. Individuals who have a collegeboundfund account and wish to change the designated beneficiary.
2. Parents or legal guardians who want to update the beneficiary of the college savings plan.
3. Family members who need to transfer the beneficiary rights to another eligible person.
4. Those who have experienced a change in circumstances and need to revise the beneficiary designation.

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What is collegeboundfund beneficiaryparticipant change form?

The collegeboundfund beneficiaryparticipant change form is a form used to update the beneficiary or participant information associated with a collegeboundfund account.

Who is required to file collegeboundfund beneficiaryparticipant change form?

Anyone who needs to update the beneficiary or participant information on a collegeboundfund account is required to file the form.

How to fill out collegeboundfund beneficiaryparticipant change form?

The form can be filled out by providing the required personal information of the beneficiary or participant and submitting it to the collegeboundfund provider.

What is the purpose of collegeboundfund beneficiaryparticipant change form?

The purpose of the form is to ensure accurate beneficiary and participant information is maintained for a collegeboundfund account.

What information must be reported on collegeboundfund beneficiaryparticipant change form?

The form typically requires personal information such as name, date of birth, social security number, and contact information for the beneficiary or participant.