Education Savings Plan Ownership Transfer Request Form
Submit this request to transfer ownership of an education savings plan. Please complete all required sections accurately.
Current Owner's Full Name
*
First Name
Last Name
Current Owner's Email Address
*
example@example.com
Current Owner's Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
New Owner's Full Name
*
First Name
Last Name
New Owner's Email Address
*
example@example.com
New Owner's Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Plan Reference (e.g., Plan Name or Code, no account numbers)
*
Relationship Between Current and New Owner
*
Please Select
Parent/Child
Spouse/Partner
Grandparent/Grandchild
Other Family Member
Unrelated
Other
Reason for Transfer
*
Please Select
Change in family circumstances
Estate planning
Gift
Other
Submit Transfer Request
Should be Empty: