| Enrollment Form |
To establish a new CollegeCounts 529 Fund account. |
Complete Online
|
Download PDF
|
| Rollover Form |
To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your CollegeCounts 529 account. |
Rollover Form not available
|
Download PDF
|
| Automatic Investment Plan Form |
Sign up for an automatic investment plan from your bank account. |
Complete Online
|
Download PDF
|
| Change of Account Owner Form |
To change the account owner. |
Change of Account Owner Form not available
|
Download PDF
|
| Change of Designated Beneficiary Form |
To change the designated beneficiary. |
Change of Designated Beneficiary Form not available
|
Download PDF
|
| Change of Investment Option Form |
To change investment portfolios. |
Complete Online
|
Download PDF
|
| Change or Add a Successor Account Owner Form |
To add or change the successor account owner. |
Complete Online
|
Download PDF
|
| Deposit Coupons |
To add funds to an existing account. Can be used by the account owner, family, or friends. |
Deposit Coupons not available
|
Download PDF
|
| Fund Transfer Form |
Use this Form to transfer funds between CollegeCounts 529 Fund accounts. |
Fund Transfer Form not available
|
Download PDF
|
| Payroll Contribution Form |
To establish or change a payroll contribution into your account. |
Payroll Contribution Form not available
|
Download PDF
|
| Update Form |
To update the account owner or designated beneficiary name or address or request e-delivery. |
Complete Online
|
Download PDF
|
| UGMA/UTMA Update Form |
To change or add a successor custodian to an existing CollegeCounts 529 Fund UGMA or UTMA account. |
UGMA/UTMA Update Form not available
|
Download PDF
|
| Withdrawal Request Form |
To request a withdrawal from your account. |
Complete Online
|
Download PDF
|
| Roth IRA Rollover Form |
To roll funds from your CollegeCounts 529 Fund Direct Plan Account to a Roth IRA |
Roth IRA Rollover Form not available
|
Download PDF
|
