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Withdrawal Request Form - CollegeAdvantage 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your Account Owner information, including your Social Security Number, Account Number, and contact details. Ensure all entries are clear and accurate.
- Next, provide the Beneficiary's information, including their name and Social Security Number.
- Select the reason for withdrawal from the provided options (A through F). Make sure to choose only one that applies to your situation.
- Indicate the amount of withdrawal you wish to make. You can choose to withdraw the full balance or specify a partial amount.
- Choose your preferred delivery method for receiving funds. Options include first-class mail, priority delivery, or ACH transfer.
- Sign and date the form in the designated area. If applicable, ensure notarization is completed as per instructions.
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