What you'll need to manage your 529.
(Adobe® Reader software, available free, is required to download or print the materials.)
|Account Information Change Form |
Change your name, address, phone number, account owner, successor account owner information, or add an interested party to a CollegeChoice Advisor account.
|Automatic Investment/Electronic Transfer Form |
Start, change, or stop automatic bank transfer contributions; add or change bank information for electronic contributions to a CollegeChoice Advisor account.
|Beneficiary Change Form |
Change the beneficiary on an existing CollegeChoice Advisor account or transfer a portion of the account assets to a new beneficiary's account.
|Additional Contribution Form |
Make additional contributions to a CollegeChoice Advisor account.
|Exchange/Future Contribution (Allocation) Form |
Move money within a CollegeChoice Advisor account to a different investment option (allowed twice per calendar year) or change investment options for future contributions (allowed anytime).
|Incoming Rollover Form |
Request a direct rollover from another qualified 529 plan or Coverdell account. (Note this is an editable pdf; fill it in online and print it out).
|Payroll Deduction Form |
Use this form if your employer offers payroll deduction and you want to have money automatically deducted from your
paycheck and deposited into a CollegeChoice Advisor account, or if you want to change your existing deduction
|Distribution Form |
Request a distribution (withdrawal) from a CollegeChoice Advisor account.
|Financial Aid Information Request Form |
Indiana residents only: If you are considering applying for state financial aid, you must fax this form to the Division of Student Financial Aid (SFA) by March 31, 2015.
|Limited Power of Attorney Form |
Grant another person or organization limited authority to act on your CollegeChoice Advisor account(s).
|Organization Resolution Form |
Identify the officers or other persons who are authorized to conduct transactions on a CollegeChoice Advisor account(s) on behalf of an organization.
|Power of Attorney Form |
Grant another person or organization authority to act on your CollegeChoice Advisor account(s).
|W-9 Request for Taxpayer Identification Number and Certification |
Certify the account owner's or beneficiary's Taxpayer Identification number.
|CollegeChoice Slimline |
At-a-glance overview of the CollegeChoice Advisor plan.
|CollegeChoice Advisor Coloring Activity Book |
Games, mazes, and spelling scrambles for your little ones.