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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 exchange 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).

Broker Dealer Change Form
Please use this form to change the Financial Advisor Information on your CollegeAccess 529 Plan account.

 

Literature

 

 

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
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 Demystified

 

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

Investor Education

 

Investor Education – Calculating your personal rate or return
Provides a detailed explanation of how your personal rate of return is calculated using the Modified Dietz Method.