Download the forms you need or log in to your account to perform most transactions online. Have questions? Call us at 1-877-517-4829 or email us at clientservices@collegeboundsaver.com.

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

 

Open an Account Online PDF
Enrollment Form

Use this Enrollment Form to open a CollegeBound Saver account.

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Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound Saver account.

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Manage your account Online PDF
Account Information Change Form

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

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Account Features Form

Start, change, or stop Recurring Contributions and Systematic Withdrawal Program (SWP). Start or stop a Systematic Reallocation. Make a one-time contribution by Electronic Funds Transfer (EFT). Add, change, or delete bank information on your CollegeBound Saver account.

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Beneficiary Change Form

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

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Make a Contribution/Distribution Online PDF
Additional Contribution Form

Make an additional contribution to your CollegeBound Saver account.

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Investment Option Change/Future Contribution Allocation 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).

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Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound Saver account.

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Payroll Direct Deposit Form

Automatically deduct money from your paycheck and deposit it into a CollegeBound Saver account, or change your existing deduction. If you're opening a new account, you can enroll online and select payroll direct deposit as your contribution method. 

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Distribution Request Form

Initiate a distribution from your account.

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Other forms Online PDF
Agent Authorization/Limited Power of Attorney Form

Grant another person or organization limited authority to act on your CollegeBound Saver account(s).

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Organization Resolution Form

Identify the officers or other persons who are authorized to conduct transactions on a CollegeBound Saver account(s) on behalf of an organization.

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Power of Attorney Form

Grant another person or organization authority to act on your CollegeBound Saver account(s).

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W-9 Request for Taxpayer Identification Number and Certification

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

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