Matching Grant Program Application Form

Victory Capital 529 Distinguished Valor Matching Grant Program Matching Grant Program Application

Read the Distinguished Valor Matching Grant Program in the Plan Description & Participation Agreement carefully to determine the necessary documents that should accompany this application. This document will be considered not in good order if it is incomplete, it is not appropriately signed, or if the required copy of your Active Duty Orders or required documentation is not enclosed.

You must complete and submit a separate Distinguished Valor Matching Grant Program Application for each designated beneficiary on whose behalf you are requesting a matching grant.

If you need to open a new 529 Education Savings Plan, please do so first by navigating to your Home page > Education > Open a New Education Account. Once your account is open, return to this form to complete your request.

Account Owner

Victory Capital 529 Education Savings Plan Account

First Name

MI (Optional)

Last Name

Is the Account Owner a Resident of Nevada?

Yes

This information is required in order to establish your Distinguished Valor Matching Grant Program account. The designated beneficiary's Social Security number or Taxpayer Identification number on your Victory Capital 529 Education Savings Plan account must match your designated beneficiary's Social Security number or Taxpayer Identification number you submit on this Distinguished Valor Matching Grant Program Application.

Designated Beneficiary Name

Social Security Number

Date of Birth

Is the Designated Beneficiary a Resident of Nevada?

Yes

Please indicate the appropriate required documentation:

Active-Duty Orders

DD-214 or DD-215 (updated discharge)

Document Submission:

I've already submitted these documents

I have these documents and I'm ready to upload them

Is your household adjusted gross income less than $150,000 for the prior tax year?

Yes

Read & Acknowledge

By checking the box below, I certify that:

I agree to the terms regarding the Distinguished Valor Matching Grant Program as described in the Plan Description and Participation Agreement.
I understand that the matching grant account and any applicable earnings are controlled by the Victory Capital 529 Education Savings Plan, until I submit a request in good order for a qualified withdrawal to an eligible educational institution as described in the Plan Description and Participation Agreement.
I certify that the information I have provided is true, complete, and accurate, and I consent to and authorize the use of my private data.
If I am submitting private data belonging to another individual, I certify that I am providing such private data with the knowledge and permission of such individual(s).

I have read and agree to all terms, conditions, disclosures, and certifications stated above.

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Victory Capital 529 Distinguished Valor Matching Grant Program Matching Grant Program Application

Account Information

Designated Beneficiary Information

Applicant Information

Read & Acknowledge