Prepaid Tuition Fund Forms
Forms:
-
Withdrawal Request Form:
Use this form to request a withdrawal from your Prepaid Tuition Funds account. -
Automatic Funds Transfer Authorization Form:
Use this form to establish a reoccurring automatic fund transfer (AFT) or to change banking information from your checking or savings account. - Voluntary Transfer of Ownership Form:
Use this form to transfer ownership to another account owner. - Account Successor Form:
Use this form to designate an individual other than the Student to assume all rights and responsibilities of an Account in the event of your death, legal incompetence or if you cannot be located by CollegeInvest . - Beneficiary Change Form:
Use this form to change the Beneficiary of this account to another individual who is a member of the family of the Current Beneficiary.