Edvest College Savings Plan

Forms & Resources

Select an Option

Browse by Topic

Access Plan Materials
Edvest College Savings Plan Disclosure Booklet
 
Compare College Savings Options
 
Enrollment Booklet
 
Four-Panel Brochure
 
Gift Guide
 
Account Management
Account Information Change Form
Use this form to add or modify Plan Account Information. View sample
 
Change of Plan Account Owner/Beneficiary Form
Use this form to change the Account Owner and/or Beneficiary (for Individual and Entity Accounts only). View sample
 
Durable Power of Attorney and Indemnification
Agreement for Power of Attorney Registration.
 
Trustee Authorization for Online Account Access
Use this form to request online account access for a trust account (for Trust Accounts only).
 
Authorization to Receive or View Account Information Form
Use this form to provide limited account access to your investment advisor, agent or other interested person. View sample
 
Transfer Among Investment Options Form
Rebalance or transfer funds among investment options. View sample
 
Account Opening
Account Application for an Individual Account
Use this form to open a new Plan Account by an Individual. View sample application
Account Application for a Custodian Account
Use this form to open a new Plan Account under UGMA/UTMA. View sample application
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. View sample application
Contributions
Additional Contribution by Mail
Use this form to contribute to an existing Plan Account. View sample
 
Electronic Banking Information Form
Use this form to add, change or delete your Automatic Contribution Plan (ACP) or banking information for electronic funds transfer. View sample
 
Rollover Form for New or Existing Accounts
Use this form to roll over or transfer funds from another account into the Plan. View sample
 
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 Deductions
Payroll Deduction Form
Use this form to establish or modify Payroll Deduction. View sample
 
Employer Guide to Payroll Deduction
Everything you need to know about helping your employees contribute to Edvest through payroll deduction.
 
Withdrawals
Withdrawal Request Form
Use this form to withdraw funds from the Plan. View sample
 

Browse by Type

Applications
Account Application for an Individual Account
Use this form to open a new Plan Account by an Individual. View sample application
Account Application for a Custodian Account
Use this form to open a new Plan Account under UGMA/UTMA. View sample application
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. View sample application
Brochures
Enrollment Booklet
 
Four-Panel Brochure
 
Gift Guide
 
Disclosures
Edvest College Savings Plan Disclosure Booklet
 
Forms
Account Information Change Form
Use this form to add or modify Plan Account Information. View sample
 
Additional Contribution by Mail
Use this form to contribute to an existing Plan Account. View sample
 
Authorization to Receive or View Account Information Form
Use this form to provide limited account access to your investment advisor, agent or other interested person. View sample
 
Change of Plan Account Owner/Beneficiary Form
Use this form to change the Account Owner and/or Beneficiary (for Individual and Entity Accounts only). View sample
 
Durable Power of Attorney and Indemnification
Agreement For Power of Attorney Registration.
 
Electronic Banking Information Form
Use this form to add, change or delete your Automatic Contribution Plan (ACP) or banking information for electronic funds transfer. View sample
 
Payroll Deduction Form
Use this form to establish or modify Payroll Deduction. View sample
 
Transfer Among Investment Options Form
Rebalance or transfer funds among investment options. View sample
 
Rollover Form for New or Existing Accounts
Use this form to roll over or transfer funds from another account into the Plan. View sample
 
Trustee Authorization for Online Account Access
Use this form to request online account access for a trust account (for Trust Accounts only).
 
Withdrawal Request Form
Use this form to withdraw funds from the Plan. View sample
 
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 Deduction
Everything you need to know about helping your employees contribute to Edvest through payroll deduction.