Forms to manage your account
Here's how to handle common transactions related to your MOST 529 Plan account.
Many transactions can be performed online when you log on to your account; availability is indicated below. You can also have forms mailed to you.
Open an account
Open an account using the application in this kit.
Account Information Change Form
- Change an account owner's name.
- Change an account owner's address or phone number.
- Add, change, or remove a successor account owner.
- Add, change, or remove an interested party
Beneficiary Change Form
- Update beneficiary information.
- Change the beneficiary.
- Transfer part of the existing account balance to a new beneficiary account.
- Identify trustees on a new MOST 529 account.
- Change trustees on an existing MOST 529 account.
Change of Ownership Form
Transfer all or part of your account balance to a new account owner.
Exchange/Future Contribution Allocation Form
- Exchange the existing money within an account (limited to twice per calendar year).
- Change the direction of future contributions (anytime).
Payroll Direct Deposit Form
Add, change, or delete the payroll direct deposit instructions for your account.
Recurring Contribution (Automatic Investment Plan)/Electronic Bank Transfer Form
- Start, change, or stop your recurring contributions (also known as automatic investment plan or AIP).
- Establish or make periodic electronic bank transfers.
Additional Deposit Form
- Make additional purchases by check.
- Transfer money from a qualified U.S. savings bond.
- Roll over assets from another 529 plan or an education savings account indirectly (that is, if you withdrew the funds from the previous custodian within the past 60 days).
Incoming Rollover Form
Roll over assets from another 529 plan or an education savings account directly (that is, if the previous custodian still holds your funds).
Withdrawal Request Form
- Request a full or partial withdrawal.
- Close an account.
MOST 529 Gift Certificate
Give the gift of education. Fill out the gift certificate and give it (along with your check) to the 529 account owner or beneficiary. He or she can send the contribution check to the plan for his or her 529 account. The check must total at least $25.
Form W-9, Request for Taxpayer Identification Number and Certification
Certify the taxpayer identification number for the account owner or beneficiary.
Agent Authorization / Limited Power of Attorney
Authorize a person or an organization to discuss your accounts with a plan representative, receive information about your accounts, and act on your behalf with respect to your accounts.
Power of Attorney
Grant an agent the authority to act on your accounts.
Organization Resolution Form
Identify the officers or other persons who are authorized to act on accounts on behalf of an organization.