Forms
| Form | Download | Description |
|---|---|---|
| Enrollment Form |  |
To establish a new CollegeCounts 529 Fund Account. Or Enroll Online! |
| Deposit Coupons | |
To add funds to an existing Account or go online. Also great to give to family and friends looking for a gift idea for your future college student. |
| Rollover Form | |
Complete this form to initiate a rollover/transfer of assets from another 529 qualified tuition program or Coverdell Education Savings Account to your CollegeCounts 529 Fund Account. |
| Automatic Investment Plan Form | |
Start an automatic investment plan today. Complete this form or go online to establish, change, or stop an automatic investment plan from your bank account. |
| Change of Investment Option Form | |
To change investment Portfolios. |
| Withdrawal Request Form | |
To request a withdrawal from your CollegeCounts 529 Account complete this form or go online. |
| Change of Beneficiary Form | |
To change the Designated Beneficiary on your Account. |
| Change of Account Owner Form | |
To change the Account Owner on your Account. |
| Change the Successor Account Owner Form | |
To change the successor Account Owner on your Account or add a successor Account Owner. |
| Payroll Deduction Form | |
To establish or change a payroll deduction into your CollegeCounts 529 Fund. |
| Update Form | |
To change your address, update your name, or personal information |
| UGMA/UTMA Update Form | |
To notify CollegeCounts 529 Fund that the Beneficiary has reached the age of majority according to the appropriate State UGMA/UTMA statute or to name a new or successor custodian. |
| U.S. Savings Bonds Contribution Form | |
To contribute qualifying U.S. Savings Bond proceeds into the CollegeCounts 529 Fund. |
The CollegeCounts 529 Fund is a qualified tuition program under Section 529 of the Internal Revenue Code that is sponsored by the State of Alabama and administered by the Board of Trustees of the ACES Trust Fund (the “Trust” and plan issuer). Union Bank & Trust Company serves as Program Manager. Accounts and investments under the CollegeCounts 529 Fund are not insured or guaranteed by the FDIC, the State of Alabama, the State Treasurer of Alabama, the Board, the Trust, the Program, Union Bank & Trust Company, or any other entity.
Before investing, you should consider the investment objectives, risks, fees, expenses, and tax consequences associated with the Program. All of this information is contained in the Program Disclosure Statement. Please read it carefully before investing.
If you or your beneficiary is not an Alabama resident, consider whether your home state or the home state of your designated beneficiary offers a qualified tuition program that provides a state tax deduction or other benefits to residents who invest in that program.