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Download and print our Withdrawal Request Form. Complete all sections of the form and sign where indicated. Note: If the withdrawal is going to the college or other post-secondary school, enter the beneficiary's student ID in Section 3 of the form, and write it in the Memo section of your check.
- New York's 529 College Savings Program Direct Plan
cs529.literature.pdf
- Planning to make a 529 withdrawal? | NY 529 - New York's 529 College ...
Taking money out of your 529 plan account won't be...
- New York's 529 College Savings Program Direct Plan
Taking money out of your 529 plan account won't be difficult. Simply follow these steps. To process a request online, log on to your account, choose Go to my 529 plan account, and then select Withdrawal. Or you can mail us a a completed Withdrawal Request Form.
Complete this form to request a full or partial withdrawal from your New York’s 529 Advisor-Guided College Savings Program (“Advisor-Guided Plan” or “the Plan”) Account. You must submit a separate form for each type of withdrawal you are requesting.
30 Ιουν 2024 · The following literature and forms are available for download to help you learn more about the Advisor-Guided Plan as well as service your existing account. Please note that the literature and forms are available in Adobe Acrobat (PDF) format. If you do not have Adobe Acrobat Reader, please go to Adobe's website to download.
You can call your plan administrator, make a request online, or submit a withdrawal request form. The plan can send withdrawals by check to the account owner, the beneficiary, or the school. You can transfer the money to yourself or the beneficiary electronically and then make payment to the school.
Looking for a distribution form? Try our online distribution process instead of paper forms for more convenience, efficiency and safety. Participants can initiate withdrawal requests for most common distribution types from the participant website, or you can initiate requests on their behalf.
• You can also request a withdrawal online at www.nysaves.org. • Complete this form to request a qualified withdrawal for higher education expenses; a withdrawal to pay for tuition expenses in connection with enrollment or attendance at an elementary or secondary public, private, or religious school (K–12 Tuition Expenses); a withdrawal
