Forms | CollegeCounts Advisor

Form		Description
1)	Enrollment Form	To be completed with your financial advisor.
2)	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 Form	Sign up for an automatic investment plan from your bank account.
4)	Change of Account Owner Form	To change the account owner.
5)	Change of Designated Beneficiary Form	To change the designated beneficiary.
6)	Change of Investment Option Form	To change investment portfolios.
7)	Add or Change a Successor Account Owner Form	To add or change the successor account owner.
8)	Deposit Coupon	To add funds to an existing account. Can be used by the account owner, family, or friends.
9)	Employer Front-End Load Waiver Form	To utilize the front-end load waiver for employees of qualified employers (25 or more employees).
10)	Fund Transfer Form	Use this form to transfer funds between CollegeCounts 529 Fund accounts.
11)	Payroll Contribution Form	To establish or change a payroll contribution into your account.
12)	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 Advisor Plan Account to a Roth IRA.

Form
Enrollment Form To be completed with your financial advisor.
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.
Add or Change a Successor Account Owner Form To add or change the successor account owner.
Deposit Slip To add funds to an existing account. Can be used by the account owner, family, or friends.
Employer Front-End Load Waiver Form To utilize the front-end load waiver for employees of qualified employers (25 or more employees).
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 Advisor Plan Account to a Roth IRA.