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: 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.

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.

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.

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