Path2College 529 Plan Forms
Looking for supplemental information, applications, planning tools and more? Below, you’ll find easy access to all our forms.
For Account Owners
Read our how-to'sPopular forms and documents
Download the Path2College 529 Plan enrollment brochure.
Download the Path2College 529 Plan Description.
Use this form to contribute to an existing plan account.
Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing Path2College 529 Plan account.
For Account Owners
Read our how-to'sAll Forms
Account Management
Use this form to change your name, address, phone number, email address, successor owner, beneficiary information, interested party or trusted contact person.
Use this form if you are designating an individual, financial advisor or other person as your agent who will have complete authority to act on your account.
Use this form if you are transferring to a different account owner or beneficiary.
Use this form to transfer account ownership due to death.
Use this form to open a new program account by a trust, estate, business entity, 501(c)(3) or state or local government agency.
Use this form to designate or change a Registered Investment Advisor (RIA).
Contributions
Use this form to contribute to an existing plan account.
Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing Path2College 529 Plan account.
Request one of your twice-per-calendar-year investment option changes or change your future contribution allocations.
Add, change or delete your recurring contribution and bank information.
Withdrawals
Use this form to request a full or partial qualified withdrawal, non-qualified withdrawal or indirect rollover from your Path2College 529 Plan account.
Plan Materials
Download the Path2College 529 Plan enrollment brochure.
Download the Path2College 529 Plan Description.
Establish or modify payroll direct deposit.
Brochures
529 QuickView brochure is a guide for Financial Professionals on how to get started with QuickView.
More to explore
-
Give a gift
Contribute to a Path2College 529 account or request a gift through our Ugift® platform.
Start gifting -
See how your savings can add up
Use our calculator to get a quick estimate of how much you could save for education.
Estimate your savings -
Ready to get started?
Open An Account
