Forms

If you prefer to do things offline, some actions can be taken using our digital and downloadable PDF forms.

While a few actions require the use of a form, all forms with an asterisk* can also be accessed and completed online simply by signing into your account.

Opening an account

Enrollment (for individuals) Form* →

Enrollment (for individuals) Form - en Español →

Entity Enrollment (for trusts or organizations) Form →

Making contributions

Gift Contribution Form* →

Manage Monthly Contributions Form* →

Rollover Form (from another 529 College Savings Plan) →

Making withdrawals

Withdrawal Form* →

Manage Monthly Withdrawals Form →

Rollover Form (529 to Roth IRA) →

Managing your account

Manage Bank Account Form* →

Change of Address Form* →

Change Account Owner Form →

Manage Successor Owner Form* →

Name Change Form →

Interested Party Duplicate Statement Request Form →