Materials to open and manage your account.

Go paperless and save time by completing tasks for all the phases of your savings journey online.

Open a new account
Rollover an existing 529 or Coverdell account
Request a Ugift code

Make withdrawals
Contribute to savings by bank or paycheck
Review contribution year totals

Some transactions require a signature.

Forms	Description
Account Information Change Form	Update existing information (name, address, phone number, successor account owner information) or transfer assets to a new account owner.
Authorization/Limited Power of Attorney Form	Grant another person or organization limited authority to act on your CollegeChoice 529 account(s).
Organization Resolution Form	Identify the officers or other persons who are authorized to conduct transactions on a CollegeChoice 529 Direct Savings Plan account(s) on behalf of an organization.
Power of Attorney Form	Grant another person or organization authority to act on your CollegeChoice 529 account(s).
Agent Certification Form	Grant an agent authority to act.
W-9 Request for Taxpayer Identification Number and Certification	Certify the account owner's or beneficiary's Social Security number or taxpayer ID number.

Prefer paper forms for all transactions? View all available forms.

Forms
Enrollment Form
Incoming Rollover Form
Rollover to Roth IRA
Account Information Change Form
Automatic Investment/Electronic Bank Transfer Form
Beneficiary Change Form
Additional Contribution Form
Exchange/Future Contribution (Allocation) Change Form
Payroll Deduction Form
Distribution Request Form
Financial Aid Information Request Form
Authorization/Limited Power of Attorney Form
Organization Resolution Form
Power of Attorney Form
Agent Certification Form
W-9 Request for Taxpayer Identification Number and Certification

Plan Literature
Program Disclosure Booklet
CollegeChoice 529 Slimline
CollegeChoice 529 Investment Flyer
CollegeChoice 529 coloring activity book

Need help?

Email us at clientservice@collegechoicedirect.com.
Call us at 1-866-485-9415, Monday - Friday, from 8 a.m. - 8 p.m. ET

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Ascensus Broker Dealer Services, LLC. is the distributor of the CollegeChoice 529 Direct Plan, Learn more about Ascensus Broker Dealer Services, LLC. on FINRA's BrokerCheck.

For more information about the CollegeChoice 529 Direct Savings Plan ("CollegeChoice 529"), call 1.866.485.9415 or visit www.collegechoicedirect.com to obtain a Disclosure Booklet, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

CollegeChoice 529 is administered by the Indiana Education Savings Authority (Authority). ABD, the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services, and marketing. CollegeChoice 529’s Portfolios invest in: (i) mutual funds; (ii) a stable value account held in trust by the Authority at Vanguard; and/or (iii) an FDIC-insured omnibus savings account held in trust by the Authority at NexBank. Except for the Savings Portfolio, investments in CollegeChoice 529 are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, depending on market conditions, you could lose all or a portion of your money by investing in CollegeChoice 529. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Upromise is an optional service offered by Upromise, Inc., that is separate from the CollegeChoice 529 Direct Savings Plan, and is not affiliated with the State of Indiana. Terms and conditions apply to the Upromise service. Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. Transfers from Upromise to a CollegeChoice 529 Direct Savings account are subject to a $25 minimum.

Upromise and the Upromise logo are registered service marks of Upromise, Inc. Ugift is a registered service mark of ABD.

Not FDIC-Insured (except for the Savings Portfolio). No Bank, State or Federal Guarantee. May Lose Value.

Materials to open and manage your account.

Some transactions require a signature.

Prefer paper forms for all transactions? View all available forms.

Need help?

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