Manage your CollegeBound 529 Account

Set up recurring contributions or a one-time electronic funds transfer contribution.

Make an additional contribution to your CollegeBound 529 account.

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).

Request a direct rollover from another qualified 529 plan or education savings account to a CollegeBound 529 account.

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.

Financial Advisors, use this enrollment form to open a CollegeBound 529 account for clients who do not live in Rhode Island.

Financial Advisors, use this enrollment form to open a CollegeBound 529 account for Rhode Island residents.

Registered Investment Advisors, use this enrollment form to open a CollegeBound 529 account.

Financial Advisors, use this enrollment form to establish a CollegeBound 529 Employer Program.

Request a direct rollover from another qualified 529 plan or education savings account to a CollegeBound 529 account.

See important information about the plan, investments, expenses and transactions.

Learn more about the potential benefits and features of CollegeBound 529.

Update existing information (name, address, phone number or successor account owner information) or transfer assets to a new account owner.

Add, change or delete payroll direct deposit instructions for your CollegeBound 529 account.

Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account.

Authorize the change of the Broker/Dealer listed on on the account owner's CollegeBound 529 account.

Grant another person or organization limited authority to act on the account owner's CollegeBound 529 account.

Identify the officers or other persons who are authorized to conduct transactions on a CollegeBound 529 account on behalf of an organization.

Grant another person or organization authority to act on the account owner's CollegeBound 529 account.

Certify the account owner's or beneficiary's Social Security number or taxpayer ID number.

Initiate a withdrawal from your account. (Do this online for qualified withdrawals only).