Forms

Authorize an individual or entity to access account information.

Transfer ownership of your account to another individual or entity.

Open a new Invest529 account.

Link a checking or savings account to set up one-time or recurring contributions.

Change the beneficiary on your account.

Terminate your account.

Update your address.

Fund your account with proceeds from a Coverdell Education Savings Account (EDUCATION IRA) or Series EE or I U.S. Savings Bonds.

Add or replace a Designated Survivor or Successor Designated Survivor.

Create a new direct deposit and modify or cancel existing direct deposits.

Request a withdrawal from your Invest529 and/or CollegeWealth account.

Rollover funds from another 529 plan, change investment portfolios or transfer funds between accounts.

Redeposit funds previously withdrawn from your account.

Change the payment terms on your Prepaid529.

Request a rollover of unused funds to a Roth IRA for the benefit of your student