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Participation Agreement. 1 . Important notes to investors: Carefully consider the investment objectives, risks, charges, and expenses before investing in the Florida 529 ... Any U.S. citizen or resident alien, 18 years or older, with a valid Social Security or Taxpayer Identification Number may enroll in the Program. There are no income ...
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Florida Prepaid CollegePlan Change of Beneficiary …
www.itppv.comFlorida Prepaid CollegePlan Change of Beneficiary Form Changing the beneficiary on a Florida Prepaid College Plan requires the account owner’s notarized signature and, for plans purchased
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www.itppv.comThis form can be used to request a full or partial withdrawal of funds from a Florida 529 Savings Plan. A check will be issued within 45 days of receiving a complete request.
ere We o - itppv.com
www.itppv.com3 meets the other requirements of Section 529 of the Code. 1.28 “Redemption Value” means the balance of the Plan(s) and consists of valid payments received by the ...
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Florida Prepaid College Plan - itppv.com
www.itppv.comFlorida Prepaid College Plan. Scholarship Refund Form. Customer Information: Name of Account Owner or Authorized Representative of Business/Organization/Trust
Florida Prepaid College Plan Voluntary …
www.itppv.comFlorida Prepaid College Plan Voluntary Cancellation Form. Cancellation of a Florida Prepaid College Plan requires the account owner’s notarized signature and, for plans purchased on or
Florida Prepaid College Plan - itppv.com
www.itppv.comChanging or removing the survivor on a Florida Prepaid College Plan requires the account owner’s notarized signature. The current survivor’s notarized signature also is required for plans purchased on or after February 1, 2009 that include
Transfer Form - itppv.com
www.itppv.comPLEASE NOTE: Only one Transfer Form is needed each time the beneficiary begins attendance at an out-of-state or private school. You do not need to submit a separate Transfer Form for any supplementary plans.
Florida Prepaid College Plan - itppv.com
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Florida Prepaid College Plan Death-Disability …
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