Managing your CollegeBound 529 client accounts

Access client accounts

Making changes to your client's account

Update investment allocations or beneficiary designation online or through 529 QuickView.

Open an account

  Web PDF
Investor Brochure
Includes benefits and features of CollegeBound 529.
  PDF
Program Description
Important information about the plan, investments, expenses, and transactions.
  PDF
CollegeBound 529 Enrollment Form (Non-Rhode Island Resident)
Use this enrollment form to open a CollegeBound 529 account for clients who do not live in Rhode Island.
  PDF
CollegeBound 529 Enrollment Form (RI Residents)
Use this enrollment form to open a CollegeBound 529 account for Rhode Island residents.
  PDF
Incoming Rollover Form
Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound 529 account.
  PDF

Manage your client's account

  Web PDF
Account Information Change Form
Update existing information (name, address, phone number, successor account owner information) or transfer assets to a new account owner.
  PDF
Payroll Direct Deposit Form
Add, change, or delete payroll direct deposit instructions on the account owner's CollegeBound 529 account.
Web PDF
Beneficiary Change Form
Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account.
Web PDF

Contributions

  Web PDF
Account Features Form
Set up recurring contributions or one-time electronic funds transfer contribution.
Web PDF
Additional Contribution Form
Make an additional contribution to the account owner's CollegeBound 529 account.
Web PDF
Exchange / Future Contribution (Allocation) Change Form
Move money within a CollegeBound 529 account to a different investment option (allowed twice per calendar year) or to change investment options for future contributions (allowed anytime).
Web PDF
Incoming Rollover Form
Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound 529 account.
Web PDF
Payroll Direct Deposit Form
Automatically deduct money from the account owner's paycheck and deposit it into a CollegeBound 529 account (if the account owner's employer offers payroll deduction), or change the account owner's existing deduction. If the account owner is opening a new account, the account owner can enroll online and select payroll deduction as the account owner's contribution method. (Note: If the account owner is opening a new account, the account owner can select "payroll" during the account owner's online enrollment.)
Web PDF

Withdrawals

  Web PDF
Distribution Request Form
Initiate a withdrawal from the account owner's account (Do this online for qualified withdrawals only).
Web PDF

Other

  Web PDF
Limited Power of Attorney Form
Grant another person or organization limited authority to act on the account owner's CollegeBound 529 account.
  PDF
Power of Attorney Form
Grant another person or organization authority to act on the account owner's CollegeBound 529 account.
  PDF
W-9 Request for Taxpayer Identification Number and Certification
Certify the account owner's or beneficiary's Social Security number or taxpayer ID number.
  PDF
Ugift® Printable Gift Certificate
Print a Ugift® gift certificate to share the account owner's Ugift® contribution.
   
Gift for baby!
  PDF
Happy birthday!
  PDF
Happy holidays!
  PDF
Happy graduation!
  PDF
General gift
  PDF