Materials to open and manage your account.

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Select the appropriate forms and information below and your desired method − "perform online," where available, or "download pdf".

(Adobe® Reader software, available free, is required to download or print the materials.)

Open an account Perform
online
Download
PDF
Enrollment Kit

Read the Program Description before opening an account as it contains important information you need to know before investing.

Enrollment Kit Components:

   
Product Brochure

An overview of the features and benefits of CollegeChoice 529.

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Program Disclosure Statement

Important information about the plan, investments, expenses, and transactions.

 
Enrollment Form

Use this Enrollment Form to open a CollegeChoice 529 account.

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Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeChoice 529 account

Manage your account Perform
online
Download
PDF
Account Information Change Form

Update existing information (name, address, phone number, successor account owner information) or transfer assets to a new account owner.

 
Automatic Investment / Electronic Bank Transfer Form

Start, change, or stop automatic bank transfer contributions or to add or change bank information for electronic contributions to your account.

Beneficiary Change Form

Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account.

Make a contribution/withdrawal Perform
online
Download
PDF
Additional Contribution Form

Make an additional contribution to your CollegeChoice 529 account.

Exchange / Future Contribution (Allocation) Change Form

Move money within a Plan account to a different investment option (allowed twice per calendar year) or to change investment options for future contributions (allowed anytime).

Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeChoice 529 account

Payroll Deduction Form

Automatically deduct money from your paycheck and deposit it into a CollegeChoice 529 account (if your employer offers payroll deduction), or change your existing deduction. If you're opening a new account, you can enroll online and select payroll deduction as your contribution method. (Note: If you are opening a new account, you can select "payroll" during your online enrollment.)

Distribution Request Form

Initiate a withdrawal from your account (Do this online is for qualified withdrawals only).

Other forms Perform
online
Download
PDF
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 March 31, 2015.

 
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)

 
W-9 Request for Taxpayer Identification Number and Certification

Certify the account owner's or beneficiary's Social Security number or taxpayer ID number
 

 
Plan literature Perform
online
Download
PDF
CollegeChoice 529 Slimline

View the benefits and components of CollegeChoice 529 at a glance

 
CollegeChoice 529 coloring activity book

Games, mazes, and spelling scrambles for your little ones.