my529 forms and documents can be accessed online or downloaded as PDFs.

​

Download the Program Description
Title	Function		PDF
Program Description	This Program Description contains information you should know before participating in the my529 plan.

Return to the top

---

​​

Open an Account
Title	Function	Form	PDF	Online
Individual Account Agreement	Open a new individual my529 account	100
Institutional Account Agreement	Open a new institutional my529 account	102
UGMA/UTMA Account Agreement	Open a new UGMA/UTMA my529 account	104
Account Owner/Agent Signature Card	Provide a signature for validating future my529 account transactions	110
Account Owner/Agent Signature Card with Signature Guarantee	Provide a signature guarantee for validating a my529 account owner/agent’s signature	115

Return to the top

---

​​

Contribute to an Account
Title	Function	Form	PDF	Online
One-Time or Recurring Electronic Contributions Authorization/Change	Set up or change one-time or recurring contributions to a my529 account from a bank account	200
Payroll Contribution	Set up or change payroll contributions to a my529 account	205
Incoming Direct Rollover: 529 Plan or Coverdell ESA	Roll over liquidated funds into a my529 account from another 529 plan or transfer funds from a Coverdell ESA	210
Liquidated Funds Transfer: 529 Plan, Coverdell ESA, or Savings Bonds	Transfer liquidated funds into a my529 account from another 529 plan, a Coverdell ESA, or qualified U.S. Savings Bond	215
Wire Transfer Notification	Authorize a single, one-time wire transfer to a my529 account	225
Gift Notices	Send a holiday or birthday gift notice to a beneficiary

Return to the top

---

​​

Perform Account Maintenance
Title	Function	Form	PDF	Online
Internal Transfer	Transfer funds between existing my529 accounts	400
Investment Option Change	Change the investment option on a my529 account	405
Account Information Change	Change/correct the account owners information, address(es) and/or telephone number(s) for a my529 account	500
Account Owner/Agent Change	Change the account owner/agent listed on a my529 account	505
Beneficiary Change/Correction	Change the beneficiary listed on a my529 account or correct the current beneficiary’s information	510
Primary/Secondary Successor Owner Designation, Change, or Removal	Establish, change, or remove the successor account owner(s) on a my529 account	515

Return to the top

---

​​

Make a Withdrawal
Title	Function	Form	PDF	Online
Withdrawal Request	Withdraw money from a my529 account	300

Return to the top

---

​​

Limited Power of Attorney
Title	Function	Form	PDF	Online
Entity Limited Power of Attorney Authorization	Grant an entity limited power of attorney authority for a my529 account(s) (Requires a PIN from a financial advisor)	710
Entity Limited Power of Attorney Revocation	Revoke an entity’s limited power of attorney authority for a my529 account(s)	720
Entity Limited Power of Attorney Signature Card	Provide signatures that will be used to validate account transactions	730
Individual Limited Power of Attorney Registration	Register an individual that may be granted limited power of attorney authority	800
Individual Limited Power of Attorney Authorization	Grant an individual limited power of attorney authority for a my529 account(s)	810
Individual Limited Power of Attorney Revocation	Revoke an individual’s limited power of attorney authority for a my529 account(s)	820

Return to the top

---

If you have any questions about the forms, please contact our Service Team toll-free at 800.418.2551
or email info@my529.org.