Chet withdrawal form 2026

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The document is a Distribution Request Form for the CHET Advisor College Savings Program, managed by Hartford Life Insurance Company and administered by the Treasurer of the State of Connecticut. It outlines the process for requesting full or partial distributions from a CHET Advisor account, including details on qualified and non-qualified distributions, tax implications, and required documentation. The form must be completed clearly and submitted without staples, with specific instructions for mailing or faxing.

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Click ‘Get Form’ to open the chet withdrawal form in the editor.
Begin by entering your Account Owner information, including your Social Security Number, Account Number, and full name. Ensure all details are accurate for processing.
Next, provide the Designated Beneficiary's information. This includes their name, Social Security Number, and mailing address.
Select the reason for distribution from the provided options. Make sure to choose only one that applies to your situation.
Indicate the amount of distribution you wish to request. You can choose either the full balance or specify a partial amount.
Sign and date the form in Section 5 to certify that all information is correct and that you agree to the terms outlined in the Disclosure Booklet.
If applicable, complete Section 6 for a Medallion Signature Guarantee if you need an early release of funds before the hold period.

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