Complete this form to request a full or partial qualified or non-qualified withdrawal from your CollegeAdvantage Direct 529 Savings Plan. You can call them up with the bank account details (account number, bank sort code, account name and any additional reference needed) and they can transfer it.The first order of business in a letter of instruction is to outline the details that will help family, friends, and surviving spouses through the trying hours. The quickest way to withdrawal funds from your Guaranteed 529 Plan is set up a withdrawal online while you are logged into your account. Click on the link(s) for the forms you'd like to download. Gov(opens in a new window). To close a bank account on behalf of someone who has passed away, you must have legal authority to manage the account. Do you know how to find out if you are a beneficiary on a bank account? Gov(opens in a new window). You don't have to write any letter.