American Funds 529 Withdrawal Form - Distribution Request
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Virginia529
SM
CollegeAmerica
®
Distribution Request
Important information:
Read the signature guarantee requirements in Section 6. If a signature guarantee is not required, you may be able to submit an online request
for a check to be sent to the name and address of record. Visit for more information, or complete this form.
1
Account Owner information
If this is a new address, have your signature guaranteed in Section 6. Please type or print clearly.
(
)
Ext.
Account number
Daytime phone
Name of Beneficiary
Name of Account Owner or Custodian for UGMA/UTMA
-
Address
City
State
ZIP
2
Request for distribution
Select one of the two options below.
□
A.
I am requesting a one-time distribution from the above-referenced CollegeAmerica Account.
Fund name or number
Percentage
Amount
OR
%
$
OR
%
$
OR
%
$
OR
%
$
Total $
□
B.
I am requesting installment payments. ( Complete the frequency information requested at the end of this section. )
Annual
Fund name or number
percentage
Amount
OR
%
$
OR
%
$
OR
%
$
OR
%
$
Total $
□
□
□
□
Select installment payment frequency:
Monthly
Quarterly
Semiannually
Annually
–
Make the first distribution in:
Make distributions on the
day of the month.
( mm/yyyy )
( 6th, 15th, etc. )
Choose a stop date ( optional ) . Transactions should stop on the following date
( mm/dd/yyyy )
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