CollegeBound 529 forms and account access

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 your 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 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.

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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 your CollegeBound 529 account.

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Beneficiary change form

Change the beneficiary on your 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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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 your account. (Do this online for qualified withdrawals only.)

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Open a CollegeBound 529 Plan
Many families dream of giving their children a solid education. A sound investment plan can help that dream come true.