How do I withdraw funds from my 529 Education Savings Account?

We’re happy to assist you with your withdrawal request. To begin, we’ll prepare a withdrawal request and send it to you via DocuSign for your e-signature.

What We Need From You

Please email the following details to support@savvyfi.co so we can complete the form accurately:

1. Withdrawal Amount

   • Specify the exact dollar amount you wish to withdraw.
   • If you prefer to withdraw the full balance, let us know whether you’d like to keep the account open or close it.

2. Recipient of the Funds

   • Who should receive the check?
     • Account Holder
     • Beneficiary
     • Specific Institution (e.g., college, university, or K–12 school)

3. If Sending to an Institution, please include:

   • Institution Name
   • Federal School Code (available at https://fafsa.ed.gov)
   • Student ID Number
   • Payee Department Name
   • Institution Phone Number
   • Mailing Address (Street, City, State, ZIP)

4. Purpose of Withdrawal

   • Is this a qualified withdrawal for:
     • Higher education expenses?
     • K–12 tuition?

Once we receive this information, we’ll prepare your DocuSign form and send it to you for electronic signature.

Questions? Reach out to support@savvyfi.co — we’re here to support you.