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Florida prepaid transfer authorization form

Florida prepaid transfer authorization form 2025

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The document outlines the procedure for changing the account owner of a Florida Prepaid College Plan, requiring notarized signatures from both the current account owner and, if applicable, the survivor. It emphasizes that all signatures must be original and properly notarized, with specific instructions regarding notary requirements. Additionally, it notes that a separate request is needed for any changes to survivor designations.

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How do I get my money back from Florida prepaid?

Step 1: Select Student Page 2 Step 2: Select Prepaid Plan for your student Page 3 Step 3: Select red Overpayment Refund button to initiate a refund or move funds into a 529 Savings Plan (existing or new) Page 4 Step 4: Verify / update your contact information Page 5 Step 5: Input the refund amount(s) you are requesting

How to pull money out of Florida prepaid?

You may request a withdrawal from your Florida 529 Savings Plan online at myfloridaprepaid.com we can send the money to you, to your student, or directly to an Eligible Educational Institution. How long do withdrawals take? We issue withdrawals in two forms, via electronic funds transfer and via paper check.

What is the tax form for Florida prepaid?

A Form 1099-Q will be provided in January of each year to students who have used their Florida Prepaid Plan during the previous calendar year. In addition, a Form 1099-Q will be provided to an Account Owner who has received a scholarship refund or reimbursement during the year.

What happens to Florida prepaid if you move out of state?

If you or your student move out of state, your plan will continue as if you never left. Your child will be considered an in-state resident for tuition purposes because they have a Florida Prepaid Plan. Your child will have 10 years to use their plan.

What happens to leftover Florida prepaid money?

If a student does not use all of the plan benefits for undergraduate education, the plan value can be applied toward graduate-level courses within the same 10-year period. You may also transfer the benefits to another qualified family member, or you may request a refund.

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How do I contact Florida prepaid?

1-800-552-4723 Customer Service hours are Monday Friday, 8 a.m. 8 p.m. ET. If you have any questions regarding a current Florida Prepaid College Plan insurance policy, please contact Affinity Group Underwriters at (904) 557-0503.

Florida prepaid transfer authorization form 2025

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How do I get my money back from Florida prepaid?

How to pull money out of Florida prepaid?

What is the tax form for Florida prepaid?

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What happens to leftover Florida prepaid money?

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How do I contact Florida prepaid?

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