Forms

	Form	Complete Online	Download	Description
1	Enrollment Form			To establish a new CollegeCounts 529 Fund account.
2	Incoming Rollover Form			To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your CollegeCounts 529 account.
3	Automatic Investment Plan/Electronic Bank Transfer Form			Sign up for an automatic investment plan from your bank account.
4	Account Owner Change Form			To change the account owner.
5	Beneficiary Change Form			To change the designated beneficiary.
6	Investment Change Form			To change investment portfolios.
7	Successor Account Owner Add or Change Form			To add or change the successor account owner.
9	Deposit Coupon			To add funds to an existing account. Can be used by the account owner, family, or friends.
10	Fund Transfer Form			Use this Form to transfer funds between CollegeCounts 529 Fund accounts.
11	Payroll Direct Deposit			To establish or change a payroll contribution into your account.
12	Account Update Form			To update the account owner or designated beneficiary name or address or request e-delivery.
13	UGMA/UTMA Update Form			To change or add a successor custodian to an existing CollegeCounts 529 Fund UGMA or UTMA account.
14	Withdrawal Request Form			To request a withdrawal from your account.
15	Roth IRA Rollover Form			To roll funds from your CollegeCounts 529 Fund Direct Plan Account to a Roth IRA

Form
Enrollment Form To establish a new CollegeCounts 529 Fund account.
Rollover Form To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your CollegeCounts 529 account.
Automatic Investment Plan Form Sign up for an automatic investment plan from your bank account.
Change of Account Owner Form To change the account owner.
Change of Designated Beneficiary Form To change the designated beneficiary.
Change of Investment Option Form To change investment portfolios.
Change or Add a Successor Account Owner Form To add or change the successor account owner.
Deposit Coupon To add funds to an existing account. Can be used by the account owner, family, or friends.
Fund Transfer Form Use this Form to transfer funds between CollegeCounts 529 Fund accounts.
Payroll Contribution Form To establish or change a payroll contribution into your account.
Update Form To update the account owner or designated beneficiary name or address or request e-delivery.
UGMA/UTMA Update Form To change or add a successor custodian to an existing CollegeCounts 529 Fund UGMA or UTMA account.
Withdrawal Request Form To request a withdrawal from your account.
Roth IRA Rollover Form To roll funds from your CollegeCounts 529 Fund Direct Plan Account to a Roth IRA.