Use this form to submit a withdrawal, transfer, donation or account closure request. Visit the Graduating Students to learn more about options when graduating SFUSD and visit the Closing An Account page to learn more about options when leaving SFUSD, saving with a 529 or special circumstances that may require accessing your contributions before graduation including financial hardship.
This form can be completed by the parent/guardian or student (age 18+ or graduating/graduated).
You will not be able to save your progress. Please have all information ready before you begin, including information to receive payments (e.g. proof of address, 529 ScholarShare account number, Zelle registered email).
SFUSD student ID # (often starts with 20, 89, or 99) or K2C account number (begins with 332201)
If you are unsure of your K2C account number, look up your K2C account number or find it on a recent letter K2C has mailed you.
- To find your SFUSD student ID, open your Synergy app, login to your synergy account or contact your school.
Best phone number and email (non-SFUSD) address to contact you
If you're graduating/graduated SFUSD, be prepared to indicate your post-graduation plans and how you plan to use your K2C savings.
If you're enrolled in SFUSD and not graduating/graduated:
- Decide if you want to keep your account open (requires at least $10 in contributions) or if you are choosing to close your K2C account.
- You may also need proof of address if your mailing address is different than what we have on record (within past 45 days, including name and address)
If your address has changed, please provide proof of new address, such as your utility bill, home or renters insurance, pay stub within 45 days, or other proof of residency.
When selecting an option for withdrawing or transferring your funds, you will need the following information:
Zelle Payment
- Zelle registered e-mail address and name of registered user (parent/guardian or student) if requesting a payment via bank transfer
529 Transfer
- Name of the ScholarShare 529 account owner (typically parent/guardian) and account number (begins with 94) if requesting we wire your K2C balance for the student beneficiary
- 529 account information (account owner name, account number) and instructions (payee name, mailing address, provider form) for a non-ScholarShare 529 plan opened for the student beneficiary – considered on a case-by-case basis for those leaving/left SFUSD
Please stop making any contributions to your K2C account (bill pay, direct deposit, branch level, mail) when closing your K2C account, leaving/left SFUSD or graduating/graduated.
Submissions will be reviewed by the K2C team and we will follow up if additional information is needed. It may take a total of one to two months from the time you submit your request to when you receive funds. Once your request is approved you will also need to confirm your payment preference.
Payments to graduating seniors for higher education expenses follow graduation. Payment requests are processed ongoingly for students who have left the district prior to graduating and currently enrolled students who are not graduating.
Form by Section
To begin the Kindergarten to College (K2C) Account Withdrawal Request:
- Go to the Kindergarten to College Account Withdrawal Request Form
- Enter the date of birth of the student from whose account you would like to make the withdrawal.
- Select from the drop down to enter either the Student’s K2C Account Number or the Student’s SFUSD ID number. Click the link below this section to find the student’s K2C account number.
Click “Submit”
- If a matching account is found, information about the account will appear. If the information is correct, click “Confirm” to continue. Click “Start Over” if no matching account is found or if the information is not correct.
Enter the information for the parent/guardian or student that is completing this form. Students must be age 18 or older, already graduated, or graduating to complete this form.
Are you the student or the Parent/Guardian?
Select “Student” or “Parent/Guardian” from the drop down.
Applicant First Name
Enter the first name of the applicant.
Applicant Last Name
Enter the last name of the applicant.
What is the best email address (non-SFUSD) to reach you?
Enter a non-SFUSD email address.
What is the best phone number to reach you?
Enter the phone number of the applicant.
You may withdraw personal contributions. K2C funds must be used for expenses related to higher education such as post-secondary apprenticeships, training programs, trade/vocation school, community college, or four-year college or university.
Based on your answer to the first question, more questions or instructions will appear and will depend on why you’re withdrawing your funds. Follow the instructions below for the category that best fits your situation.
Students Who Are About to Graduate SFUSD
Students Who Have Already Graduated from SFUSD
Students Who Are No Longer Enrolled in SFUSD
Students Who Are About to Graduate SFUSD
Is the K2C student enrolled in the San Francisco Unified School District (SFUSD)?
Select Yes
Will the K2C student graduate from high school this year?
Select Yes
Will you use the funds from the K2C Account to pay for the student's higher education expenses?
Select Yes or No
If you select Yes, the following questions will appear:
What type of higher education the K2C student will pursue:
Select one of the options presented.
How do you plan to spend your savings with K2C? (check all that apply)
Select all options that apply.
If you select No, a pop up will appear informing you that K2C incentives must be used for higher education related expenses. You may withdraw your personal contributions, but any K2C incentives will be forfeited. To keep your K2C incentives, transfer your account balance to a 529 account.
Click “Continue”
Students Who Have Already Graduated from SFUSD
Is the K2C student enrolled in the San Francisco Unified School District (SFUSD)?
Select The Student has already graduated from SFUSD
Will you use the funds from the K2C Account to pay for the student's higher education expenses?
Select Yes or No
If you select Yes, the following questions will appear:
What type of higher education the K2C student will pursue:
Select one of the options presented.
How do you plan to spend your savings with K2C? (check all that apply)
Select all options that apply.
If you select No, a pop up will appear informing you that K2C incentives must be used for higher education related expenses. You may withdraw your personal contributions, but any K2C incentives will be forfeited. To keep your K2C incentives, transfer your account balance to a 529 account.
Click “Continue”
Students Who Are No Longer Enrolled in SFUSD
Is the K2C student enrolled in the San Francisco Unified School District (SFUSD)?
Select No
You will then be provided payment options for withdrawing or transferring your funds.
Payments options, including distribution of any contributions or incentives, are based on the student’s enrollment status and plans after high school. After you claim your money with K2C and K2C approves your disbursement request, you must confirm your payment preference in order to receive your money.
Payments to graduating seniors begin in July following graduation and are processed throughout the year for prior graduates. Payment requests are processed ongoingly for students who have left the district prior to graduating and currently enrolled students who are not graduating.
Select a withdrawal/payment option. Depending on which option you select, you will need the following information:
Zelle Payment
- Zelle registered e-mail address and name of registered user (parent/guardian or student) if requesting a payment via bank transfer
529 Transfer
- Name of the ScholarShare 529 account owner (typically parent/guardian) and account number (begins with 94) if requesting we wire your K2C balance for the student beneficiary
- 529 account information (account owner name, account number) and instructions (payee name, mailing address, provider form) for a non-ScholarShare 529 plan opened for the student beneficiary – considered on a case-by-case basis for those leaving/left SFUSD
Check
- The check will be sent to the mailing address on file. If your mailing address has changed, you can provide new proof of address in the next section of the form.
Donate to the Program
- Any earned incentives will recycle back to the program for use by other students. K2C will send you a confirmation of your donation for your records.
None of these options work for me
- A K2C staff member will contact you once you’ve completed this application.
Enter the mailing address for the person completing this form.
Mailing Address Line 1
Mailing Address Line 2
City
State
Zip Code
Check the box if you believe your mailing address has changed from what K2C has on file.
You will be asked to upload a recent proof of address with your name (e.g., Utility bills, Insurance Statements, etc.) on the next page.
Please make sure you have filled out this form correctly before proceeding to the next step of signing. Once you click the "I'm Ready to Sign" button, you will not be able to edit your application.
When you're ready, click "I'm Ready to Sign"
A DocuSign document will then appear. Follow the steps to sign and complete the document.