In late 2022, the President signed into law a sweeping retirement bill known as SECURE 2.0, which included a provision allowing qualifying “leftover” funds in a 529 account to be moved to a Roth IRA, penalty and tax-free, and with no income limits applicable.
Applications and Forms
Plan Disclosure Statement and Participation Agreement
This document contains all of the information financial professionals and investors using a Financial Professional need to know about investing in the CollegeAccess 529 Plan.
Account Application - Classes A, C, SD-A & SD-C
Use this fillable form to open an account in the CollegeAccess 529 Plan when using a financial advisor.
Account Application For South Dakota Residents - No Advisor
Use this fillable form to open an account in the CollegeAccess 529 Plan if you or the beneficiary is a South Dakota Resident and you do not have a Financial Advisor.
Account Application For Investors Using a Financial Advisor - Class F Only
Use this fillable form to open an account in the CollegeAccess 529 Plan only after discussing this option with your financial advisor.
Beneficiary Change Form
Use this form to update the beneficiary on your current CollegeAccess 529 Plan account.
UGMA/UTMA Account Transfer Form
Use this form to transfer assets from an account registered under the Uniform Gifts to Minors Act (UGMA) or the Uniform Transfers to Minors Act (UTMA) to an individual account in the name of the former minor beneficiary once the former minor has reached the age of majority for the state in which the account is registered.
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.
Payroll Deduction Form
Use this form to authorize your employer to make periodic deductions from your paycheck, change how your payroll contributions are allocated amongst your beneficiaries, and stop payroll deductions to your current CollegeAccess 529 Plan account.
Use this form to make changes to an existing CollegeAccess 529 Plan Account. Types of changes permitted include Bank Account Information Change, Investment Option Change, and Mailing Address Change.
Change of Ownership
Use this form to change ownership of an existing CollegeAccess 529 Plan account.
Name Change Authorization
Use this form to update your name on your current CollegeAccess 529 Plan account.
To submit a name change electronically, the Account Owner can click on the Electronic Name Change Authorization Form and complete the form online. Please note, documentation evidencing the name change must be uploaded.
Use this form to rollover assets to the CollegeAccess 529 Plan from 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).
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.
Broker Dealer Change Form
Please use this form to change the Financial Professional Information on your CollegeAccess 529 Plan account.
Certification of Beneficial Owners Form
Use this form if establishing a 529 plan account on behalf of a legal entity.
Affidavit of Domicile
Use this form to verify a decedent's primary place of residence for inheritance purposes.
Add a Trusted Contact
Use this form to add a Trusted Contact to an existing CollegeAccess 529 Plan account.
Please use these instructions to invest via Federal Funds Wire. Transfer funds directly to your CollegeAccess 529 Plan account. Your bank may charge you a fee for sending a wire to the plan. Include the name of portfolio, account owner name and account number (do not include the portfolio number).
Security Request Form
Use this form to add extra security to your account by requesting a special password.
Transcript Request Form
Use this form to request account history.
(Note: Funds received prior to 4:00 p.m. Eastern Time will be invested at the closing price on the date received. Funds received after 4:00 p.m. Eastern Time will receive the next business day's closing price.)
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
Provides questions and answers to the most frequently asked questions about 529 college savings Plans.
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.
529 Tax Guide
The guide provides information and resources to assist you with your 2023 tax planning.