Forms To Open Or Manage Your Account

Did you know most CollegeAdvantage 529 account transactions can be completed online? Just log in to your account. It's the easy and convenient way to manage your college savings. For transactions that are preferable or required to be done offline, we have a list of downloadable forms available.

NOTE: Please save the forms to your desktop before you fill them out. You will need Adobe Acrobat Reader software to use these PDFs. Free download here: http://www.adobe.com

Direct Plan forms

Find your forms in the list below; you may complete them by typing or printing and filling out by hand. Once your form is complete, print, sign, and mail it to us. Our postal address is included on each form.

Roth IRA Rollover Form*	Account Application
Account Information Change Form	Account Owner Change Form*
Additional Contribution Form	Agent Authorization/Limited Power of Attorney Form*
Annual Exchange/Future Contribution (Allocation) Form	Automatic Investment Plan/Electronic Bank Transfer Form
Beneficiary Change Form*	Incoming Rollover Form*
Payroll Deduction Form	Power of Attorney Form*
Trust/Entity Application*	Withdrawal Request Form

*Paper form required. Transaction cannot be completed online.

Guaranteed Plan Forms

Select the appropriate form to complete, print, and mail in. NOTE: The CollegeAdvantage Guaranteed 529 Savings Plan has been closed to contributors and new enrollments since 12/31/2003.

NOTE: Please save the forms to your desktop before you fill them out. You will need Adobe Acrobat Reader software to use these PDFs. Free download here: http://www.adobe.com

Roth IRA Rollover Form*	Account Information Change Form
Account Owner Change Form*	Beneficiary Change Form*
Pre-1996 Ownership Amendment Form*	Withdrawal Form
Agent Authorization Form

*Paper form required. Transaction cannot be completed online.

If you've opened a CollegeAdvantage Advisor Plan offered by BlackRock, you should contact your financial advisor for the appropriate forms and materials.