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
     
Enroll online
  • Make withdrawals
  • Contribute to savings by bank or paycheck
  • Review contribution year totals
     
Access account


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.
Financial Aid Information Request Form Indiana residents only: If you are considering applying for state financial aid, you must fax this form to the Division of Student Financial Aid by April 15, 2018.
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.

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