Forms

Enrollment Kit

Ready to enroll in ISave 529? You can do it online or by downloading an enrollment kit.

Account Information Change Form

Change your name, update your contact information, update your successor account or interested party information.

Beneficiary Change Form

Change the Beneficiary on an ISave 529 account or to transfer a portion of the account assets to a new Beneficiary.

Change of Ownership Form

Transfer all or part of your account balance to a new Account Owner.

Exchange / Future Contribution (Allocation) Form

Move the existing money in your account from one investment option to another (up to twice per calendar year), or change the direction of future contributions (anytime).

Payroll Direct Deposit Instruction Form

Make direct contributions with as little as $15 per paycheck with payroll direct deposit. Change or remove your payroll direct deposit at any time.

Recurring Contribution (Automatic Investment Plan) / Electronic Bank Transfer Form

Start, change or stop recurring contributions to your account. You can also add, change, or remove bank account information.

Additional Purchase Form

Include this form with any additional contributions you are making by check, or if the contribution you are making is from an indirect rollover (you have withdrawn the previous custodian’s funds in the last 60 days) from another 529 plan, education savings account or qualified U.S. savings bond.

Incoming Rollover Form

Contribute to your account with a direct rollover (previous custodian still holds your funds) from another 529 plan or education savings account to your ISave 529 account.

Direct Rollover to Roth IRA

Initiate a direct rollover of assets from your ISave 529 account to an existing Roth IRA account established for the benefit of the Beneficiary.

ISave 529 greeting cards

Give the gift of education and accompany your check with one of our greeting cards.

Withdrawal Request Form

Request a full or partial withdrawal from your account, or close your account.

IRS Form W-9

Certify the Taxpayer Identification Number for the Account Owner or Beneficiary.

Full Force & Effect

This form is needed when a General Power of Attorney (POA) agreement is submitted to the Plan and the date of the POA is more than five years from the date the POA was established.

Agent Authorization / Limited Power of Attorney

Authorize a person or an organization to discuss your accounts with an education savings specialist, receive information about your accounts and act on your behalf with respect to your accounts.

Power of Attorney

Grant an agent the authority to act on your accounts.

Organization 
Resolution Form

Identify the officers or other persons who are authorized to act upon accounts on behalf of an organization.

Authorization to Access 529 Plan Accounts

Designate an agent with limited authority to obtain information regarding your accounts.

Trustee Certification

Identify current trustees when the identity and/or number of trustees has changed or when the trustees are not identified in your account.