Fillable Florida Prepaid College Plan Transfer Form printable pdf download

Florida Prepaid College Plan

Transfer Form

Customer Information:

Name of Current Account Owner or Authorized Representative

Of Business/Organization/Trust

(

) -

Daytime Telephone Number

Plan Number

Name of Beneficiary (Student)

PLEASE NOTE: Only one Transfer Form is needed each time the beneficiary begins attendance at an out-of-state or private school.

You do not need to submit a separate Transfer Form for dormitory, local fee, or tuition differential fee plans.

Following is information about using your prepaid plan at an out-of-state college, private Florida college or other eligible educational

institution.

ELIGIBLE EDUCATIONAL INSTITUTIONS: The Florida Prepaid College Plan may be used at any eligible educational institution as defined

in s. 529 of the Internal Revenue Code. To view a list of eligible institutions, visit



To transfer the benefits of a prepaid plan, the account owner or beneficiary must complete and mail this form to: Florida Prepaid College

Plan, PO Box 6567, Tallahassee, FL 32314-6567. Or FAX to: 850-309-1766. Please allow four weeks for processing. If you have any

questions, please call us at 1-800-552-GRAD (4723) and press prompt 2.

PAYMENT OPTIONS: Select one of the payment options listed below.

RESTRICTED PAYMENT OPTION — I authorize the Florida Prepaid College Plan to transfer my prepaid plan(s) to the

educational institution listed below. The Prepaid Plan will not be responsible for any balance due. I understand:

•

If invoiced for the tuition and fees by dollar amount only, the Florida Prepaid College Plan will pay a dollar amount up to the

average rate payable for 15 credit hours at Florida’s public colleges or universities under the beneficiary’s plan.

•

If invoiced for the tuition and fees by credit hour and dollar amount, the Florida Prepaid College Plan will pay the total number of credit

hours invoiced at the average rate payable for a credit hour at Florida’s public colleges or universities under the beneficiary’s plan.

UNRESTRICTED PAYMENT OPTION— I authorize the Florida Prepaid College Plan to transfer my prepaid plan to the

educational institution listed below. The Prepaid Plan will not be responsible for any balance due. I understand:

•

The Florida Prepaid College Plan will pay the total dollar amount invoiced up to the total plan value. By selecting this option, I may

deplete my prepaid plan at a much faster rate because out-of-state colleges and private Florida colleges are usually more expensive.

If you have a dormitory plan, the Florida Prepaid College Plan will pay one semester of dormitory per term at the average dormitory rate

payable to Florida’s public colleges or universities under your prepaid plan or the actual amount invoiced by the school, whichever is less.

The college must submit an invoice to the Florida Prepaid College Plan each semester. The Prepaid Plan will send payment instructions to the

college you have selected and will pay the college directly until your prepaid plan is depleted.

Tampa, FL

Beauty and Health Institute

Name of Educational Institution:

City/State:

DATE

ACCOUNT OWNER OR BENEFICIARY SIGNATURE – REQUIRED

Florida Prepaid College Plan Transfer Form