Form |
Description |
Complete Online |
Download |
1) |
Enrollment Form |
To be completed with your financial advisor. |
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2) |
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. |
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3) |
Automatic Investment Plan Form |
Sign up for an automatic investment plan from your bank account. |
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4) |
Change of Account Owner Form |
To change the account owner. |
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5) |
Change of Designated Beneficiary Form |
To change the designated beneficiary. |
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6) |
Change of Investment Option Form |
To change investment portfolios. |
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7) |
Add or Change a Successor Account Owner Form |
To add or change the successor account owner. |
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8) |
Deposit Coupon |
To add funds to an existing account. Can be used by the account owner, family, or friends. |
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9) |
Employer Front-End Load Waiver Form |
To utilize the front-end load waiver for employees of qualified employers (25 or more employees). |
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10) |
Fund Transfer Form |
Use this form to transfer funds between CollegeCounts 529 Fund accounts. |
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11) |
Payroll Contribution Form |
To establish or change a payroll contribution into your account. |
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12) |
Update Form |
To update the account owner or designated beneficiary name or address or request e-delivery. |
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13) |
UGMA/UTMA Update Form |
To change or add a successor custodian to an existing CollegeCounts 529 Fund UGMA or UTMA account. |
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14) |
Withdrawal Request Form |
To request a withdrawal from your account. |
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15) |
Roth IRA Rollover Form |
To roll funds from your CollegeCounts 529 Fund Advisor Plan Account to a Roth IRA. |
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