Literature and Forms

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Applications, Forms and Educational Brochures


Applications and Forms

Plan Disclosure Statement And Participation Agreement
This document contains all of the information you need to know about investing in the CollegeAccess 529 Plan.

Account Application
Use this fillable form to open an account in the CollegeAccess 529 Plan.

Rollover Form
Use this form to rollover assets to the CollegeAccess 529 Plan from either: another Section 529 College Savings Account, a Coverdell Education Savings Account (formerly an Education IRA), or redeemed qualified U.S. Savings Bonds (see Plan Disclosure Statement for additional details).

Additional Investment Form
Use this form to make additional contributions to an existing account in the CollegeAccess 529 Plan. This form cannot be used to establish a new account.

Change Form
Use this form to make changes to an existing CollegeAccess 529 Plan Account. Types of changes permitted include an Account Owner Change, Bank Account Information Change, Change of Beneficiary, Investment Option Change, Mailing Address Change and more.

Auto Exchange Form
Use this form to establish the Auto-Exchange option on your CollegeAccess 529 Plan Account. This option allows you to regularly exhange units from one CollegeAccess 529 Portfolio to another within the same class. (Please note: exchanges between 529 Plan accounts with different registrations are not allowed.)

Withdrawal Request Form
Use this form to request a full or partial withdrawal from your CollegeAccess 529 Plan Account.

Payroll Deduction Form
Use this form to start, change, or stop payroll direct deposit instructions for your account. (If you're opening a new account, you'll also need to submit an Account Application).

Literature

Fillable Gift Certificate

 

Fillable Gift Certificate
Give the gift of education. Fill out and print our gift certificate if you have donated to a CollegeAccess 529 Savings Plan.

CollegeAccess Brochure

 

CollegeAccess Brochure
Provides a comprehensive overview of 529 savings plans and the benefits they can deliver, in addition to an overview of the CollegeAccess 529 Plan.

College Savings Plans Demystified

 

College Savings Plans Demystified
Provides questions and answers to the most frequently asked questions about 529 college savings Plans.



NOTICE: CollegeAccess 529 Plan accounts are not insured by any state, and neither the principal deposited nor any investment return is guaranteed by any state. Furthermore, the accounts are not insured, nor the principal or any investment return guaranteed, by the federal government or any federal agency.

 

Before investing, an individual should consider whether their state of residency — or their intended designated beneficiary's state of residency — offers any benefit, such as a state tax deduction, or any other benefits that are only available for investments in that state's 529 savings program.

 

An investor should consider the investment objectives, risks, and charges and expenses of the CollegeAccess 529 Plan before investing. This and other important information is in the Plan Disclosure Statement, which should be read carefully before investing, and which is available on this Web site. Click here to download a copy.

 

The Program Manager for the CollegeAccess 529 Plan is Allianz Global Investors Distributors LLC, 1633 Broadway, New York, NY 10019-7585, 1-866-529-7462. The Plan is issued by the South Dakota Higher Education Savings Trust and is underwritten by Allianz Global Investors Distributors LLC.

 

Withdrawals from a 529 Plan for qualified expenses are free from federal income tax. Qualified expenses include tuition and fees, room and board, books and other supplies.

 

State taxes may apply for residents of states other than South Dakota. Speak to your tax or financial advisor.

 

Non-qualified withdrawals are subject to federal income tax and a 10% penalty tax on earnings, with some exceptions, and may also be subject to state tax.

 

Please see the Plan Disclosure Statement  for our privacy policy.

 

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