Edvest 529 College Savings Plan Forms

Looking for supplemental information, applications, planning tools and more? Below, you’ll find easy access to all our forms.

Popular forms and flyers

Download the Edvest 529 College Savings plan description.

Download the Edvest 529 College Savings Plan enrollment brochure.

Download the Edvest 529 College Savings Plan frequently asked questions.

All Forms

Account management

Use this form to change your name, address, phone number, email address, successor owner, beneficiary information, interested party or trusted contact person.

Use this form if you are designating an individual, financial advisor or other person as your agent who will have complete authority to act on your account.

Use this form if you are transferring to a different account owner or beneficiary.

Use this form to transfer account ownership due to death.

Use this form to open a new program account by a trust, estate, business entity, 501(c)(3), or state or local government agency.

Use this form to designate or change a Registered Investment Advisor (RIA).

Contributions

Use this form to contribute to an existing plan account.

Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing Edvest 529 College Savings Plan account.

Request one of your twice-per-calendar-year investment option changes or change your future contribution allocations.

Add, change or delete your recurring contribution and bank information.

Withdrawals

Use this form to request a full or partial qualified withdrawal, non-qualified withdrawal or indirect rollover from your Edvest 529 College Savings Plan account.

Use this form to request a full or partial direct rollover from your Edvest 529 College Savings Plan account to the beneficiary's Roth IRA.

Plan materials

Download the Edvest 529 College Savings Plan enrollment brochure.

Download the Edvest 529 College Savings plan description.

Establish or modify payroll direct deposit. For more information on how to set up payroll direct deposit, click here.

Brochures

Download the Edvest 529 College Savings Plan frequently asked questions.

Already an account owner?

Head to our How-to page for account management information and tutorials.

How-tos

More to explore

  • Give a gift

    Contribute to an Edvest 529 account or request a gift through our Ugift® platform.

    Start gifting
  • See how your savings add up

    Use our calculator to get a quick estimate of how much you could save for education.

    Estimate your savings
  • Ready to get started? 

    Open an Account