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 a 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 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.

CollegeBound 529 enrollment form

Financial professionals, use this enrollment form to open a CollegeBound 529 account.

CollegeBound 529 enrollment form (RIA)

Registered Investment Advisors, use this enrollment form to open a CollegeBound 529 account.

Company information form

Financial professionals, use this enrollment form to establish a CollegeBound 529 employer program.

Incoming rollover form

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

Program description

See important information about the plan, investments, expenses, and transactions.

Investor brochure

Learn more about the features and potential benefits of CollegeBound 529.

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 a CollegeBound 529 account.

Beneficiary change form

Change the beneficiary on an 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.

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.

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 an account. (Do this online for qualified withdrawals only.)

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