Download Forms

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

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

Make an additional contribution to the account owner's CollegeBound 529 account.

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

Change the Broker Dealer on a CollegeBound 529 account.

Establish a company CollegeBound 529 program.

Initiate a withdrawal from the account owner's account.

Use this Enrollment Form to open a CollegeBound 529 account for clients who do not live in Rhode Island.

Use this Enrollment Form to open a CollegeBound 529 account for Rhode Island residents.

Use this Enrollment Form to open a CollegeBound 529 account (RIA only).

Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound 529 account.

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).

Grant another person or organization limited authority to act on your 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.

Add, change, or delete payroll direct deposit instructions on the account owner's CollegeBound 529 account.

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.