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Forms to assist your clients during every step of their education savings journey.

To access our wide range of marketing tools and collateral, visit the Literature Support page.

 

Enrollment Kit Components

 

Item Name Description Perform Online
Product Brochure An overview of the features and benefits of the CollegeChoice Advisor 529 Plan. FINRA  
Program Disclosure Statement Important information about the plan, investments, expenses, and transactions.  
Enrollment Form Use this Enrollment Form, only in conjunction with a financial advisor, to open a CollegeChoice Advisor account.  
Rollover to Roth IRA Form Request a rollover from your account to a Roth IRA.
Incoming Rollover Form Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeChoice Advisor account.
Institutional Share Class Enrollment Form Use this Enrollment Form, only in conjunction with a Registered Investment Advisor or a financial intermediary that has entered into a written services agreement with Ascensus Broker Dealer Services, LLC to offer such a share class, to open a CollegeChoice Advisor account.  

Account Change/Maintenance Forms

 

Item Name Description Perform Online
Account Information Change Form Complete this form to change a name, the account owner, the beneficiary information, mailing address, phone number, successor owner, or interested party information on your client's account.  
Automatic Investment/Electronic Transfer Form Start, change, or stop automatic bank transfer contributions or to add or change bank information for electronic contributions to your account.
Broker Dealer Change Request Form Change broker/dealer information.  
Beneficiary Change Form Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account.

Contribution & Withdrawal Forms

 

Item Name Description Perform Online
Additional Contribution Form Make additional contributions to a CollegeChoice Advisor account.
Exchange/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).
Incoming Rollover Form Request a direct rollover from another qualified 529 plan or Coverdell to a CollegeChoice Advisor account. (Note: This is an editable pdf; fill it in online and print it out.)
Payroll Deduction Form Start, change, or stop automatic contributions from your client's payroll. (Note: The client's employer must offer an automatic payroll deduction plan.)
Distribution Request Form Request a withdrawal from your client's account.

Additional Account Management Forms

 

Item Name Description
Limited Power of Attorney Form Grant another person or organization limited authority to act on your CollegeChoice Advisor account(s).
Organization Resolution Form Identify the officers or other persons who are authorized to conduct transactions on a CollegeChoice Advisor account(s) on behalf of an organization.
Power of Attorney Form Grant another person or organization authority to act on your CollegeChoice Advisor account(s).
Agent Certification Form Grant an agent authority to act.
Purchase a Portfolio Unit Value Complete this load-waived Class A form to qualify for sales charge waivers.