Everything You Need To Manage Your Account

Did you know most account transactions can be completed online? Just log in to your account. It's the easy and convenient way to manage your college savings.

Direct Plan forms

Find the forms you need in the fill-able PDFs below—complete them by typing or writing in by hand. Once your form is completed, print it out, sign it where appropriate, and mail it in.

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.

To open and print forms, you will need Adobe Acrobat Reader software. You can download it for free here: http://www.adobe.com

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

Guaranteed Plan forms

Select the appropriate form to complete, print, and mail in. Please note, the CollegeAdvantage Guaranteed 529 Savings Plan remains closed since 12/31/2003 to contributors and new enrollments.

Account Information Change Form Account Owner Change Form*
Beneficiary Change Form* Pre-1996 Ownership Amendment Form*
Withdrawal Form

*Paper form required. Transaction cannot be completed online.

To open and print forms, you will need Adobe Acrobat Reader software. You can download it for free here: http://www.adobe.com

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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