CollegeBound 529 forms and account access
Contact us
Support
Sales - (800) 410-4246 Service - (877) 615-4116
Monday - Friday 8:00 a.m. - 8:00 p.m. EST
Email us: clientservices@collegebound529.com
Regular mail
CollegeBound 529
P.O. Box 55987
Boston, MA 02205-9722
Overnight delivery
CollegeBound 529
95 Wells Ave, Suite 155
Newton, MA 02459
Forms
Contribute
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Account features form Set up recurring contributions or a one-time electronic funds transfer contribution. |
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Additional contribution form Make an additional contribution to a CollegeBound 529 account. |
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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). |
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Incoming rollover form Request a direct rollover from another qualified 529 plan or education savings account to a CollegeBound 529 account. |
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Payroll direct deposit form Automatically deduct money from a paycheck and deposit it into a CollegeBound 529 account (if your client's employer offers payroll deduction), or change an existing deduction. If your client is opening a new account, they can enroll online and select payroll deduction as their contribution method. |
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Open
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CollegeBound 529 enrollment form Financial professionals, use this enrollment form to open a CollegeBound 529 account. |
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CollegeBound 529 enrollment form (RIA) Registered Investment Advisors, use this enrollment form to open a CollegeBound 529 account. |
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Company information form Financial professionals, use this enrollment form to establish a CollegeBound 529 employer program. |
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Incoming rollover form Request a direct rollover from another qualified 529 plan or education savings account to a CollegeBound 529 account. |
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Program description See important information about the plan, investments, expenses, and transactions. |
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Investor brochure Learn more about the features and potential benefits of CollegeBound 529. |
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Manage
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Account information change form Update existing information (name, address, phone number, or successor account owner information) or transfer assets to a new account owner. |
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Payroll direct deposit form Add, change, or delete payroll direct deposit instructions for a CollegeBound 529 account. |
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Beneficiary change form Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account. |
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Broker/dealer change request form Authorize the change of the broker/dealer listed on on the account owner's CollegeBound 529 account. |
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Limited power of attorney form Grant another person or organization limited authority to act on the account owner's CollegeBound 529 account. |
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Organization resolution form Identify the officers or other persons who are authorized to conduct transactions on a CollegeBound 529 account on behalf of an organization. |
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Power of attorney form Grant another person or organization authority to act on the account owner's CollegeBound 529 account. |
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W-9 request for taxpayer identification number and certification Certify the account owner's or beneficiary's Social Security number or taxpayer ID number. |
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Withdraw
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Distribution request form Initiate a withdrawal from an account. (Do this online for qualified withdrawals only.) |
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Direct Rollover Out to Roth IRA Form Complete this form to initiate a direct rollover of assets from your CollegeBound529 Account to an existing Roth IRA account established for the benefit of the Beneficiary |
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