Go paperless and save time by completing tasks for all the phases of your savings journey online.
Materials to open and manage your account.
Some transactions require a signature.
|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.|