Managing your CollegeBound 529 account

Access your account

Making changes to your account

Whether you want to update your CollegeBound 529 plan investment allocations or your beneficiary designation, you can make changes yourself or through your financial advisor.

Manage your 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 your 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 your 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 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. (Note: If you are opening a new account, you can select "payroll" during your online enrollment.)
Web PDF

Withdrawals

  Web PDF
Distribution Request Form
Initiate a withdrawal from your 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 your CollegeBound 529 account.
  PDF
Power of Attorney Form
Grant another person or organization authority to act on your 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 your Ugift® contribution.
   
Gift for baby!
  PDF
Happy birthday!
  PDF
Happy holidays!
  PDF
Happy graduation!
  PDF
General gift
  PDF