Ohio withdrawal 2015 form-2026

1. Click ‘Get Form’ to open the Ohio Withdrawal 2015 Form in the editor.
2. Begin by entering your CollegeAdvantage Guaranteed 529 Savings Plan account number in Section 1.
3. In Section 2, provide the Account Owner's information, including first name, last name, Social Security Number, and contact numbers.
4. Fill out Section 3 with the Beneficiary's details, ensuring accuracy in their name and Social Security Number.
5. Select a reason for withdrawal in Section 4. Choose from options like qualified education expenses or rollover assets.
6. Complete Section 5 by providing the educational institution's name and address along with the Beneficiary’s student ID number.
7. Indicate the amount requested for withdrawal in Section 6. Ensure it does not exceed your account balance.
8. Choose how you want to receive your funds in Section 7, either directly to the institution or via check/EFT.
9. Finally, sign and date the form in Section 9. If required, ensure notarization is completed as per instructions.

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