Program account owner beneficiary form
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1 Current Account Information - Edvest
www.edvest.com4 6 Signature and Authorization (This section must be signed for this change to take effect.) By signing this form, I authorize the transfer of my Account to another Account Owner and/or to change the Beneficiary as indicated on this form.
IRA Beneficiary distribution form - Putnam Investments
www.putnam.comFM313 10/18 3 of 10 Section 3 Spouse beneficiary instructions (required only for a spouse beneficiary) Assets will be transferred in kind unless otherwise indicated on this form, a separate letter of instruction, or a new account application.
Complete if applicable Beneficiary Designation - Wisconsin
etf.wi.govIf you are the owner of a Wisconsin Retirement System account from which a death benefit or life insurance benefit would be payable upon your death, you may file a
CollegeAmerica Application - Integral Financial, LLC
www.infi.biz4 of 15 CollegeAmerica Accoun pplication 01/13 2 Successor Owner or Successor Custodian designation Complete either A or B in this section. This section is not applicable to corporate and trust accounts. A. The Successor Owner must be a U.S. citizen or legal U.S. resident and becomes the Owner of the Account in the event the Account Owner dies or becomes legally incompetent.
1 Account Information 2 Select a Payee - 529 plan
www.path2college529.com6 Signature and Certification (This section must be signed or the withdrawal cannot be processed.) By signing below, I certify that the information contained in this Form, and in any required documentation, is true, complete and correct.I authorize a withdrawal from my Account based on this information. I understand and agree to all terms of the withdrawal as presented on this
Kentucky’s Affordable Prepaid Tuition Account Owner’s ...
www.getkapt.comKentucky’s Affordable Prepaid Tuition Account Owner’s Guide to Using KAPT Benefits Please follow the steps below to use your KAPT benefits. If you have any questions, call 502-696-7613.
Connecticut Higher Education Trust - aboutchet.com
www.aboutchet.comConnecticut Higher Education Trust Withdrawal Request Form Use this form to withdraw funds from the Program Questions? Call toll-free 1-888-799-CHET (1-888-799-2438)
Edvest College Savings Plan
www.edvest.comEdvest College Savings Plan Account Information Change Form Questions? Call toll-free 1.888.338.3789 Or write to the Plan at P.O. Box 219437, Kansas City, MO 64121-9437
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