Account Application Use this form to open an account in the CollegeAccess 529 Plan. This application may be used to purchase Class SD-D units by South Dakota residents who are not working with a financial advisor.
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.
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).
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.