| Open an Account | Online | |
| Enrollment Form
Open a CollegeBound Saver account. |
 |
 |
| Incoming Rollover Form
Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound Saver account. |
|
|
| Manage your account | Online | |
| Account Information Change Form
Update existing information (name, address, phone number, successor account owner information) or transfer assets to a new account owner. |
|
|
| Account Features Form
Start, change, or stop recurring contributions and systematic withdrawals. Make a one-time contribution by Electronic Funds Transfer (EFT). Add, change, or delete bank information. |
|
|
| Beneficiary Change Form
Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account. |
|
|
| Make a Contribution/Distribution | Online | |
| Additional Contribution Form
Make an additional contribution to your CollegeBound Saver account. |
|
|
| Investment Option Change/Future Contribution Allocation Form
Move money within an account to a different investment option (allowed twice per calendary year) or change investment options for future contributions (allowed anytime). |
|
|
| Incoming Rollover Form
Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound Saver account. |
|
|
| Payroll Direct Deposit Form
Automatically deduct money from your paycheck and deposit it into a CollegeBound Saver account, or change your existing deduction. If you're opening a new account, you can enroll online and select payroll direct deposit as your contribution method. |
|
|
| Distribution Request Form
Initiate a distribution from your account. |
|
|
| 529 to Roth Rollover Form
Request a direct rollover of 529 funds to the Beneficiary’s Roth IRA at another Financial Institution. |
|
|
| Other forms | Online | |
| Agent Authorization/Limited Power of Attorney Form
Grant another person or organization limited authority to act on your CollegeBound Saver account(s). |
|
|
| Organization Resolution Form
Identify the officers or other persons who are authorized to conduct transactions on a CollegeBound Saver account(s) on behalf of an organization. |
|
|
| Power of Attorney Form
Grant another person or organization authority to act on your CollegeBound Saver account(s). |
|
|
| W-9 Request for Taxpayer Identification Number and Certification
Certify the account owner's or beneficiary's Social Security number or taxpayer ID number. |
|
|
| Registered Investment Advisor Authorization Form
Use this form to add or change a Registered Investment Advisor (RIA) on your account(s). |
|
