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Downloadable
Documents
Click below to link to the appropriate area where you can
download literature in PDF format.
For South Dakota Residents (investing without
a Financial Advisor)
For South Dakota Residents (using a Financial
Advisor)
For Financial Advisors (with Clients in South
Dakota)
For Financial Advisors (with Clients outside
South Dakota)
For Investors (outside South Dakota)
For South Dakota residents
(investing without a financial
advisor)
CollegeAccess 529 Plan Disclosure Statement and Participation
Agreement
Dated July 1, 2008
Download PDF
CollegeAccess 529 Plan Application
Dated December 30, 2005
Download PDF
Rollover Form
Dated September 2, 2006
Download PDF
Additional Investment Form
Dated April 1, 2005
Download PDF
Change Form
Dated April 1, 2005
Download PDF
For
South Dakota Residents
(using a Financial Advisor)
CollegeAccess 529 Plan Disclosure Statement and Participation Agreement
Dated July 1, 2008
Download PDF
CollegeAccess 529 Plan Application
Dated September 2, 2006
Download PDF
(NOTE: This pdf has editable form fields that allow you to enter information at your computer. However, you will not be able to save the edited file. ALL forms must be printed, signed by hand and mailed to us. Follow mailing instructions on application form.)
Rollover Form
Dated September 2, 2006
Download PDF
Auto-Exchange Form
Dated April 1, 2005
Download PDF
Additional Investment Form
Dated April 1, 2005
Download PDF
Change Form
Dated September 2, 2006
Download PDF
For Financial Advisors
(with Clients in South Dakota)
CollegeAccess 529 Plan Disclosure Statement and Participation Agreement
Dated July 1, 2008
Download PDF
CollegeAccess 529 Application
Dated September 2, 2006
Download PDF
(NOTE: This pdf has editable form fields that allow you to enter information at your computer. However, you will not be able to save the edited file. ALL forms must be printed, signed by hand and mailed to us. Follow mailing instructions on application form.)
Rollover Form
Dated September 2, 2006
Download PDF
Auto-Exchange Form
Dated April 1, 2005
Download PDF
Additional Investment Form
Dated April 1, 2005
Download PDF
Change Form
Dated September 2, 2006
Download PDF
For
Financial Advisors
(with Clients outside South Dakota)
CollegeAccess 529 Plan Disclosure Statement and Participation Agreement
Dated July 1, 2008
Download PDF
CollegeAccess 529 Application
Dated September 2, 2006
Download PDF
(NOTE: This pdf has editable form fields that allow you to enter information at your computer. However, you will not be able to save the edited file. ALL forms must be printed, signed by hand and mailed to us. Follow mailing instructions on application form.)
Rollover Form
Dated September 2, 2006
Download PDF
Auto-Exchange Form
Dated April 1, 2005
Download PDF
Additional Investment Form
Dated April 1, 2005
Download PDF
Change Form
Dated September 2, 2006
Download PDF
For Investors
(outside South Dakota)
CollegeAccess 529 Plan Disclosure Statement and Participation Agreement
Dated July 1, 2008
Download PDF
Problems? Questions?
If you are having trouble, or would prefer to have material
mailed to you,
e-mail
us, or call toll-free — 1-866-529-7462
— to speak with an Investor Services Representative.
They are available to assist you from 8:00am-8:00pm Eastern
Time, Monday-Friday. (Financial Advisors: call 1-800-628-1237.)
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