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