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Brochures and Forms

2011 Program Update is now available, click here.

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If you have questions, please call us toll-free at 1.800.955.2318 or send us an email. We're here to help.


Open an Account

2011-2012 Enrollment Kit

 

 

 Details about GET and how to open an account. 

Enrollment Form & Instructions

 2011-2012 Enrollment Form will be available through May 31, 2012.

Program Details

(includes

Master Agreement)

Explains important program information, including tax information, qualified higher education expenses, and program fees.
Revised Code of Washington (RCW) 28B.95 Explains state laws governing the GET Program.

Program Brochure

Provides an overview of the GET Program.

Buy Units

Automatic Withdrawal Authorization form

 Arrange to have money automatically withdrawn from your bank or credit union account and deposited directly into your GET account.
Payment Coupon Use this coupon to make payments to your GET account.

Giftor Authorization form

 Authorize a friend or relative to receive payment coupons for your account.
Incoming/Rollover Transfer form

Make a rollover or transfer FROM another 529 qualified tuition program, Coverdell Education Savings account or U.S. savings bond.

Acceptable Rollover Documentation Sample (1)

Acceptable Rollover Documentation Sample (2)

Transfer Request form Make a transfer TO a GET account FROM a different GET account.

Payroll Deduction Standard form (for use with state, city, county, and most employers)

Retiree Payroll Deduction form


Eastern Washington University form


Overlake Hospital form

City of Tukwila

Arrange to have money deducted from your paycheck and deposited directly into your GET account. Review list of employers that currently offer GET Payroll Deduction.


Use Your Units

Direct Payment Request form

 

Reimbursement Request form

Authorize us to pay your student's college directly for tuition and other qualified expenses (e.g. room and board).

Request reimbursement for other qualified expenses (e.g. books, off-campus housing).

Using Your Units Postcard

 

 Information on using available units.
Master Scholarship Transfer form Transfer funds from a GET Master Scholarship Account to a scholarship recipient (for organizations only).

1099 FAQs

Review answers to frequently asked questions about the 1099-Q Form.

Make Changes to Your Account
Change of Address form Change any address on your account.
Change of Student Beneficiary form Change the student beneficiary on your account.
Change of Benefit Use Year form Change the year your student beneficiary will enter college and use units.
Account Owner Change form Change the account owner (purchaser).
Information Release Authorization form Authorize someone, such as your spouse or student, to receive verbal information about your account.

Account Owner Survivor Authorization form

Custodian Survivor Authorization form

 Designate a survivor for your account in the event of your death or disability.  More...

Guardian Authorization form

Custodian Authorization form

 Designate a guardian or custodian for your account.
Account Change Request form Change the terms of your contract (e.g. reduce the number of units or convert to a Lump Sum Plan).

Request a Refund

Refund/Cancellation policy

Review program policy on refunds.
Refund/Cancellation Request form Request a refund.


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REMINDER
The current unit price is $163, effective through June 30, 2012.

New accounts must be opened by
May 31, 2012.
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