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» Managing your CollegeBound 529 client accounts

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

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Investor Brochure Includes benefits and features of CollegeBound 529.
Program Description Important information about the plan, investments, expenses, and transactions.
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.
CollegeBound 529 Enrollment Form (RI Residents) Use this enrollment form to open a CollegeBound 529 account for Rhode Island residents.
Incoming Rollover Form Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound 529 account.

Manage your client's account

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

Contributions

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Account Features Form Set up recurring contributions or one-time electronic funds transfer contribution.
Additional Contribution Form Make an additional contribution to the account owner's 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 to 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 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.)

Withdrawals

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

Other

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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.
Ugift^® Printable Gift Certificate Print a Ugift^® gift certificate to share the account owner's Ugift^® contribution.
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