Forms
| Forms | Description | Complete Online | Download |
|---|---|---|---|
| Program Disclosure Statement | An in-depth document outlining all risks, disclosures, and Plan information. | Program Disclosure Statement not available | Download PDF |
| 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 |
| Forms | Description | Complete Online | Download |
|---|---|---|---|
| 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 |