Forms
| Form | Complete Online |
Download | Description |
|---|---|---|---|
| Enrollment Form |  |
COMPLETE WITH YOUR FINANCIAL ADVISOR. | |
| Rollover Form | |
To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your CollegeCounts 529 account. | |
| Rollover Express (Enrollment Form PLUS Rollover Form) | |
Rollover paperwork expediter - to establish a new account and roll over from another state 529 plan. | |
| Automatic Investment Plan Form |  |
|
Sign up for an automatic investment plan from your bank account. |
| Change of Account Owner Form | |
To change the account owner. | |
| Change of Designated Beneficiary Form | |
To change the designated beneficiary. | |
| Change of Investment Option Form | |
|
To change investment portfolios. |
| Change or Add a Successor Account Owner Form | |
To add or change the successor account owner. | |
| Contribution Form (For proceeds from Qualified U.S. Savings Bonds, 529 plans, and CESAs) |
|
To contribute funds you have received from the liquidation of Qualified U.S. Savings Bonds, a 529-qualified tuition plan, or a Coverdell Education Savings Account. | |
| Deposit Coupon | |
To add funds to an existing account. Can be used by the account owner, family or friends. | |
| Employer Front-end Load Waiver Form | |
COMPLETE WITH YOUR FINANCIAL ADVISOR- to utilize the front-end load waiver for employees of qualified employers (25 or more employees). | |
| Fund Transfer Form | |
Use this Form to transfer funds between CollegeCounts 529 Fund accounts. | |
| Payroll Deduction Authorization Form | |
To establish or change a payroll deduction into your account. | |
| Update Form | |
|
To update the account owner or designated beneficiary name or address; update bank account information; increase, decrease, change or stop an automatic investment plan; or request a duplicate statement for a third party. |
| UGMA/UTMA Update Form | |
To change or add a successor custodian to an existing CollegeCounts 529 Fund UGMA or UTMA account. | |
| Withdrawal Request Form | |
|
To request a withdrawal from your account. |
The CollegeCounts 529 Fund is a qualified tuition program under Section 529 of the Internal Revenue Code that is sponsored by the State of Alabama and administered by the Board of Trustees of the ACES Trust Fund (the “Trust” and plan issuer). Union Bank & Trust Company serves as Program Manager. Accounts and investments under the CollegeCounts 529 Fund are not insured or guaranteed by the FDIC, the State of Alabama, the State Treasurer of Alabama, the Board, the Trust, the Program, Union Bank & Trust Company, Northern Trust Securities, Inc., or any other entity.
Before investing, you should consider the investment objectives, risks, fees, expenses, and tax consequences associated with the Program. All of this information is contained in the Program Disclosure Statement. Please read it carefully before investing.
If you or your beneficiary is not an Alabama resident, consider whether your home state or the home state of your designated beneficiary offers a qualified tuition program that provides a state tax deduction or other benefits to residents who invest in that program.
Not FDIC Insured. No Bank Guarantee.May Lose Value.