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Forms

Notes:

Request a Refund

Refund/Cancellation Policy
Review the Refund/Cancellation Policy before requesting a refund (revised 9.15.16)

Refund/Cancellation Request
Complete this form to request a full or partial refund of your GET account (revised 9.15.16)

Outgoing Rollover
Review and complete this form to transfer your GET account into another 529 Plan

Use Your Units

Direct Payment Request
Request a direct payment to the beneficiary’s college

Reimbursement Request
Request reimbursement to the account owner for expenses already paid

Make Custom Monthly Plan Payments

Automatic Withdrawal Authorization
Set up automatic withdrawal(s) to your GET Custom Monthly account from your bank account

Payment Coupon
Make a payment on your Custom Monthly GET account (paper payment coupon)

Giftor Authorization
Add a friend or relative as a “Giftor” to your Custom Monthly account

Make Changes to Your Account

Transfer Request
Transfer funds from one GET account to a different GET account

Change of Address
Update your mailing address, email address or phone number(s)

Change of Student Beneficiary
Change the student beneficiary on your account

Change of Benefit Use Year
Change your student’s benefit use year

Account Owner Change
Change the account owner on your account

Information Release Authorization
Authorize someone else to receive information about your account

Account Owner Survivor Authorization
Designate an account owner survivor for your account in the event of your death or disability More...

Custodian Survivor Authorization
Designate a custodian survivor for your account in the event of your death or disability

Guardian Authorization
Designate a guardian for your account

Custodian Authorization
Designate a custodian for your account

Account Change Request
Change the terms of your Custom Monthly Plan

Set up Payroll Deduction

Payroll Deduction Authorization
Set up payroll deduction – have money from your paycheck directly deposited into your GET account

DRS Voluntary Deduction Authorization
Use this form only if you are retired through the WA State Department of Retirement Systems

Master Scholarship Accounts

Master Scholarship Account Policy
Review the GET Master Scholarship Account Policy

Master Scholarship Transfer
Transfer funds from a GET Master Scholarship Account to a scholarship recipient