CollegeBound 529 forms and account access

Account features form

Set up recurring contributions or a one-time electronic funds transfer contribution.

Additional contribution form

Make an additional contribution to your CollegeBound 529 account.

Exchange/future contribution (allocation) change form

Move money within a CollegeBound 529 account to a different investment option (allowed twice per calendar year) or change investment options for future contributions (allowed anytime).

Incoming rollover form

Request a direct rollover from another qualified 529 plan or education savings account to a CollegeBound 529 account.

Payroll direct deposit form

Automatically deduct money from your paycheck and deposit it into a CollegeBound 529 account (if your employer offers payroll deduction), or change your existing deduction. If you're opening a new account, you can enroll online and select payroll deduction as your contribution method.

Account information change form

Update existing information (name, address, phone number, or successor account owner information) or transfer assets to a new account owner.

Payroll direct deposit form

Add, change, or delete payroll direct deposit instructions for your CollegeBound 529 account.

Beneficiary change form

Change the beneficiary on your account or transfer a portion of the account assets to a new beneficiary's account.

Broker/dealer change request form

Authorize the change of the broker/dealer listed on on the account owner's CollegeBound 529 account.

Limited power of attorney form

Grant another person or organization limited authority to act on the account owner's CollegeBound 529 account.

Power of attorney form

Grant another person or organization authority to act on the account owner's CollegeBound 529 account.

W-9 request for taxpayer identification number and certification

Certify the account owner's or beneficiary's Social Security number or taxpayer ID number.

Distribution request form

Initiate a withdrawal from your account. (Do this online for qualified withdrawals only.)