Edvest College Savings Plan

Forms & Resources

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Access Plan Materials
Edvest College Savings Plan Description
 
Compare College Savings Options
 
Enrollment Brochure
 
Investment Portfolios Brochure
 
Account Management
Change of Investment
Request one of your twice per calendar year Investment Portfolio changes or to change your future contribution allocations.
 
Power of Attorney
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.
 
Profile Change Form
Use this form to change your name, address, phone number, email address, Successor Participant Owner, Beneficiary Information, Interested Party Information or Trusted Contact Person information.
 
Registered Investment Advisor Authorization
Use this form to designate or change a Registered Investment Advisor (RIA).
 
Transfer Due to Death of Account Participant Form
Use this form to transfer account ownership due to death.
 
Transfer Form
Use this form if you are transferring to a different Account Owner or Beneficiary.
 
Account Opening
Account Application
Open a new Plan Account for an Individual or an UGMA/UTMA.
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity, 501(c)(3), or State or Local Government Agency.
Contributions
Additional Contribution Form
Use this form to contribute to an existing Plan Account.
 
Account Features
Add, change or delete your Recurring Contribution and Bank Information.
 
Incoming Rollover Form
Use this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account (“ESA”) to an existing Account in Edvest – Wisconsin’s College Savings Plan Account.
 
Gifting
Gift Certificate — Any Occasion
 
Gift Certificate — Birthday
 
Gift Certificate — Chanukah
 
Gift Certificate — Christening
 
Gift Certificate — Christmas
 
Gift Certificate — Easter
 
Gift Certificate — Graduation
 
Gift Certificate — Kwanzaa
 
Gift Certificate — New Baby
 
Payroll Direct Deposit
Employer Guide to Payroll Direct Deposit
Everything you need to know about helping your employees contribute to Edvest through payroll deduction.
 
Payroll Direct Deposit
Establish or modify Payroll Direct Deposit.
 
Withdrawals
Withdrawal Request Form
Use this form to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your Edvest Account.
 

Browse by Type

Applications
Account Application
Open a new Plan Account for an Individual or an UGMA/UTMA.
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity, 501(c)(3), or State or Local Government Agency.
Brochures
Enrollment Brochure
 
Disclosures
Edvest College Savings Plan Description
 
Forms
Additional Contribution Form
Use this form to contribute to an existing Plan Account.
 
Account Features
Add, change or delete your Recurring Contribution and Bank Information.
 
Change of Investment
Request one of your twice per calendar year Investment Portfolio changes or to change your future contribution allocations.
 
Incoming Rollover Form
Use this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account (“ESA”) to an existing Account in Edvest – Wisconsin”s College Savings Plan Account.
 
Payroll Direct Deposit
Establish or modify Payroll Direct Deposit.
 
Power of Attorney
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.
 
Profile Change Form
Use this form to change your name, address, phone number, email address, Successor Participant Owner, Beneficiary Information, Interested Party Information or Trusted Contact Person information.
 
Registered Investment Advisor Authorization
Use this form to designate or change a Registered Investment Advisor (RIA).
 
Transfer Due to Death of Account Participant Form
Use this form to transfer account ownership due to death.
 
Transfer Form
Use this form if you are transferring to a different Account Owner or Beneficiary.
 
Withdrawal Request Form
Use this form to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your Edvest Account.
 
Gift Certificates
Gift Certificate — Any Occasion
 
Gift Certificate — Birthday
 
Gift Certificate — Chanukah
 
Gift Certificate — Christening
 
Gift Certificate — Christmas
 
Gift Certificate — Easter
 
Gift Certificate — Graduation
 
Gift Certificate — Kwanzaa
 
Gift Certificate — New Baby
 
Planning Tools
Compare College Savings Options
 
Employer Guide to Payroll Direct Deposit
Everything you need to know about helping your employees contribute to Edvest through payroll deduction.
 

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