Forms - GET

Automatic Withdrawal Authorization (ACH)
Set up automatic withdrawal(s) to your GET 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

Incoming Rollover/Transfer
Rollover or transfer funds to your GET account from another 529 Plan, Coverdell Account or U.S. Savings Bond

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

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

Recontribution Form
Use this form to re-contribute money that has been refunded to the Account Owner by an eligible institution of higher education.

Refund/Cancellation Request and Policy
Complete this form to request a refund of your GET account (revised 3.8.19). Note that the non-penalty refund window has expired. The standard refund policy is now in effect.

Outgoing Rollover - Not For DreamAhead Rollover
Review and complete this form to transfer your GET account into another 529 Plan. Note that the non-penalty refund window has expired.

Rollover to DreamAhead College Investment Plan
Complete this form to rollover to DreamAhead. The DreamAhead incentivized rollover window is now closed.

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

Change of Address
Update your mailing 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 info

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

Payroll Direct Deposit Authorization
Set up payroll direct deposit – 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 Account Policy
Review the GET Master Scholarship Account Policy

Master Scholarship Account Set-Up
Set-up a GET Master Scholarship Account