CollegeBound 529 plan management and account access

Get the forms and information you need to easily manage your CollegeBound 529 plan.

Contribute	Web	PDF
Account Features Form Set up recurring contributions or a one-time electronic funds transfer contribution.
Additional Contribution Form Make an additional contribution to your CollegeBound 529 account.
Exchange/Future Contribution (Allocation) Change Form Move money within a CollegeBound 529 account to a different investment option (allowed twice per calendar 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 529 account.
Payroll Direct Deposit Form Automatically deduct money from your paycheck and deposit it into a CollegeBound 529 account (if your employer offers payroll deduction), or change your existing deduction. If you're opening a new account, you can enroll online and select payroll deduction as your contribution method.

Manage	Web	PDF
Account Information Change Form Update existing information (name, address, phone number or successor account owner information) or transfer assets to a new account owner.
Payroll Direct Deposit Form Add, change or delete payroll direct deposit instructions for your CollegeBound 529 account.
Beneficiary Change Form Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account.
Broker/Dealer Change Request Form Authorize the change of the Broker/Dealer listed on on the account owner's CollegeBound 529 account.
Limited Power of Attorney Form Grant another person or organization limited authority to act on the account owner's CollegeBound 529 account.
Power of Attorney Form Grant another person or organization authority to act on the account owner's CollegeBound 529 account.
W-9 Request for Taxpayer Identification Number and Certification Certify the account owner's or beneficiary's Social Security number or taxpayer ID number.

Withdraw	Web	PDF
Distribution Request Form Initiate a withdrawal from your account. (Do this online for qualified withdrawals only).

Get the forms and information you need to help your clients get to most from their CollegeBound 529 plan.

Contribute	Web	PDF
Account Features Form Set up recurring contributions or a one-time electronic funds transfer contribution.
Additional Contribution Form Make an additional contribution to your CollegeBound 529 account.
Exchange/Future Contribution (Allocation) Change Form Move money within a CollegeBound 529 account to a different investment option (allowed twice per calendar 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 529 account.
Payroll Direct Deposit Form Automatically deduct money from your paycheck and deposit it into a CollegeBound 529 account (if your employer offers payroll deduction), or change your existing deduction. If you're opening a new account, you can enroll online and select payroll deduction as your contribution method.

Open	Web	PDF
CollegeBound 529 Enrollment Form (Non-Rhode Island Resident) Financial Advisors, use this enrollment form to open a CollegeBound 529 account for clients who do not live in Rhode Island.
CollegeBound 529 Enrollment Form (Rhode Island Residents) Financial Advisors, use this enrollment form to open a CollegeBound 529 account for Rhode Island residents.
CollegeBound 529 Enrollment Form (Non-Rhode Island Resident) Registered Investment Advisors, use this enrollment form to open a CollegeBound 529 account.
Company Information Form Financial Advisors, use this enrollment form to establish a CollegeBound 529 Employer Program.
Incoming Rollover Form Request a direct rollover from another qualified 529 plan or education savings account to a CollegeBound 529 account.
Program Description See important information about the plan, investments, expenses and transactions.
Investor Brochure Learn more about the potential benefits and features of CollegeBound 529.

Manage	Web	PDF
Account Information Change Form Update existing information (name, address, phone number or successor account owner information) or transfer assets to a new account owner.
Payroll Direct Deposit Form Add, change or delete payroll direct deposit instructions for your CollegeBound 529 account.
Beneficiary Change Form Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account.
Broker/Dealer Change Request Form Authorize the change of the Broker/Dealer listed on on the account owner's CollegeBound 529 account.
Limited Power of Attorney Form Grant another person or organization limited authority to act on the account owner's CollegeBound 529 account.
Organization Resolution Form Identify the officers or other persons who are authorized to conduct transactions on a CollegeBound 529 account on behalf of an organization.
Power of Attorney Form Grant another person or organization authority to act on the account owner's CollegeBound 529 account.
W-9 Request for Taxpayer Identification Number and Certification Certify the account owner's or beneficiary's Social Security number or taxpayer ID number.

Withdraw	Web	PDF
Distribution Request Form Initiate a withdrawal from your account. (Do this online for qualified withdrawals only).

Call us at 877-615-4116 for more information

Open a CollegeBound 529