If a grandparent or other prospective account owner has trouble obtaining a report card for a beneficiary, what residency documentation may he or she submit?
A prospective account owner may request a “certificate of attendance” from the school. Most schools will provide this certificate readily. The certificate should indicate attendance during the previous school year. The account owner may also submit residency documentation of the parent or guardian such as a Florida driver’s license or voter’s registration card.
Related Questions
- If a grandparent or other prospective account owner has trouble obtaining a report card for a beneficiary, what residency documentation may he or she submit?
- What happens if an account owner or beneficiary dies before a certificate is redeemed?
- How do I obtain an additional card for a joint account owner?
