CollegeBound 529 forms and account access
Contact us
Support
(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
Web | ||
---|---|---|
Account features form Set up recurring contributions or a one-time electronic funds transfer contribution. |
View | Download |
Additional contribution form Make an additional contribution to your CollegeBound 529 account. |
View | Download |
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). |
View | Download |
Incoming rollover form Request a direct rollover from another qualified 529 plan or education savings account to a CollegeBound 529 account. |
View | Download |
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. |
View | Download |
Manage
Web | ||
---|---|---|
Account information change form Update existing information (name, address, phone number, or successor account owner information) or transfer assets to a new account owner. |
Download | |
Payroll direct deposit form Add, change, or delete payroll direct deposit instructions for your CollegeBound 529 account. |
View | Download |
Beneficiary change form Change the beneficiary on your account or transfer a portion of the account assets to a new beneficiary's account. |
Download | |
Broker/dealer change request form Authorize the change of the broker/dealer listed on on the account owner's CollegeBound 529 account. |
Download | |
Limited power of attorney form Grant another person or organization limited authority to act on the account owner's CollegeBound 529 account. |
Download | |
Power of attorney form Grant another person or organization authority to act on the account owner's CollegeBound 529 account. |
Download | |
W-9 request for taxpayer identification number and certification Certify the account owner's or beneficiary's Social Security number or taxpayer ID number. |
Download |