Account Forms
Need to set up an automatic contribution plan? Rollover or transfer funds? Make a change to an account or open a new one? All the forms you need are right here. You can either fill in the form online and then print and mail it, or you can download, print and fill in the form manually. Mail completed form to:
Please Note New Mailing Address:
Path2College 529 Plan
PO Box 55924
Boston, MA 02205-5924
All forms are in PDF format and require the free Adobe Acrobat Reader
What would you like to do?
Select any of our forms from the list below; click the "sample" link to see a sample completed form:
- Open an account
- Set up banking information and/or an automatic contribution plan (sample)
- Make an additional contribution by mail (sample)
- Rollover or transfer from another account* (sample)
- Make a withdrawal (sample)
- Set up automatic payroll deduction
- Rebalance or transfer funds among investment portfolios (sample)
- Change address, phone number or contingent account owner (sample)
- Change your beneficiary (sample)
- Change your account owner (sample)
- Power of attorney
To open an account, select from one of these three Account Applications:
- Individual Account (sample)
- Custodial Account for a Minor (UGMA/UTMA) (sample)
- Entity Account (sample)
*Before doing a transfer or rollover from another account, be sure to consider the differences in features and costs, and possible tax consequences.
