Forms
| Forms | Description | Complete Online | Download |
|---|---|---|---|
| Enrollment Form | To be completed with your financial advisor. | Enrollment Form not available | Download PDF |
| 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 Form not available | Download PDF |
| Automatic Investment Plan/Electronic Bank Transfer Form | Add or update bank information; start, stop, or change an automatic investment plan; set-up a one-time electronic bank transfer. | Complete Online | Download PDF |
| Account Owner Change Form | To change the account owner. | Account Owner Change Form not available | Download PDF |
| Beneficiary Change Form | To change the designated beneficiary. | Beneficiary Change Form not available | Download PDF |
| Investment Change Form | To change investment portfolios. | Complete Online | Download PDF |
| Successor Account Owner Add or Change Form | To add or change the successor account owner. | Complete Online | Download PDF |
| Deposit Coupon | To add funds to an existing account. Can be used by the account owner, family, or friends. | Deposit Coupon not available | Download PDF |
| Fund Transfer Form | Use this form to transfer funds between CollegeCounts 529 Fund accounts. | Complete Online | Download PDF |
| Payroll Direct Deposit | To establish or change a payroll contribution into your account. | Payroll Direct Deposit not available | Download PDF |
| Account Update Form | To update the account owner or designated beneficiary name or address. | Complete Online | Download PDF |
| UGMA/UTMA Update Form | To change or add a successor custodian to an existing CollegeCounts 529 Fund UGMA or UTMA account. | UGMA/UTMA Update Form not available | Download PDF |
| Withdrawal Request Form | To request a withdrawal from your account. | Complete Online | Download PDF |
| Roth IRA Rollover Form | To request a rollover from your CollegeCounts 529 Advisor account to a Roth IRA for the designated beneficiary. | Roth IRA Rollover Form not available | Download PDF |
| Employer Front-End Load Waiver Form | To utilize the front-end load waiver for employees of qualified employers (25 or more employees). | Employer Front-End Load Waiver Form not available | Download PDF |