Forms

Account Info Change Form

Change a name, beneficiary information, mailing address, phone number, successor owner, or interested party on an account.

Authorization/Limited Power of Attorney Form

Grant another person or organization limited authority to act on a START program account.

Organization Resolution Form

Identify the officers or other persons who are authorized to conduct transactions on a START program account on behalf of an organization.

Power of Attorney Form

Grant another person of organization authority to act on a START program account.

Agent Certification Form

Grant an agent authority to act.

Transfer Form

Change the account owner and/or beneficiary on an account.

Transfer Due to Death Form

Transfer ownership of a START program account upon the death of the original Account Owner.

Trustee Certification

Identify trustees when a trust account is established.

Enrollment Form

Open a START program account.

Rollover Form

Request a direct rollover from another qualified 529 plan to a START program account.

Rollover to Roth IRA Form

Request a rollover from your account to a Roth IRA.

Automatic Investment/Electronic Bank Transfer Form

Start, change, or stop automatic bank transfer contributions, or add or change bank information for electronic contributions to your account.

Additional Contribution Form

Make additional contributions to a START program account.

Exchange/Future Contribution Allocation Change Form

Move money within your account to a different investment option (allowed twice per calendar year) or change investment options for future contributions.

Payroll Deduction Form

Start, change, or stop automatic contributions from your payroll. (Note: your employer must offer an automatic payroll direct deposit plan.)

Withdrawal/Distribution Request Form

Request a withdrawal from your account.