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CollegeBound 529 forms and account access

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Forms

Contribute

  Web PDF

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

  Web PDF

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

  Web PDF

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

  Web PDF

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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Open a CollegeBound 529 Plan
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