Manage your account |
Perform
online |
Download
PDF |
Account Information Change Form
Change your name, address, phone number, account owner, successor account owner information, or add an interested party to a CollegeChoice Advisor account.
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Automatic Investment/Electronic Transfer Form
Start, change, or stop automatic bank transfer contributions; add or change bank information for electronic contributions to a CollegeChoice Advisor account.
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Beneficiary Change Form
Change the beneficiary on an existing CollegeChoice Advisor account or transfer a portion of the account assets to a new beneficiary's account.
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Make a contribution/withdrawal |
Perform
online |
Download
PDF |
Additional Contribution Form
Make additional contributions to a CollegeChoice Advisor account.
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Exchange/Future Contribution (Allocation) Form
Move money within a CollegeChoice Advisor account to a different investment option (allowed twice per calendar year) or 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 Coverdell account. (Note this is an editable pdf; fill it in online and print it out).
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Payroll Deduction Form
Use this form if your employer offers payroll deduction and you want to have money automatically deducted from your paycheck and deposited into a CollegeChoice Advisor account, or if you want to change your existing deduction
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Distribution Form
Request a distribution (withdrawal) from a CollegeChoice Advisor account.
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Other forms |
Perform
online |
Download
PDF |
Financial Aid Information Request Form
Indiana residents only: If you are considering applying for state financial aid, you must fax this form to the Division of Student Financial Aid (SFA) by March 31, 2015.
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Limited Power of Attorney Form
Grant another person or organization limited authority to act on your CollegeChoice Advisor account(s).
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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.
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Power of Attorney Form
Grant another person or organization authority to act on your CollegeChoice Advisor account(s).
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Agent Certification
Grant an agent authority to act.
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W-9 Request for Taxpayer Identification Number and Certification
Certify the account owner's or beneficiary's Taxpayer Identification number.
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Plan literature |
Perform
online |
Download
PDF |
CollegeChoice Slimline
At-a-glance overview of the CollegeChoice Advisor plan.
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CollegeChoice Advisor Coloring Activity Book
Games, mazes, and spelling scrambles for your little ones.
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