Forms & Literature

Use to establish an account through a Broker/Dealer.

Learn about the features and benefits of a Learning Quest Advisor account.

Make an additional contribution to your existing account.

Request a direct rollover from another qualified 529 plan or ESA.

Set up or change payroll deduction (if employer offers it).

Initiate a 529 withdrawal from your existing account.

Request a direct rollover of 529 funds to the beneficiary’s Roth IRA at another financial institution.

Add/change/delete account features and services (recurring contributions, systematic withdrawals/exchanges).

Update account information or designate/replace successor account owner/responsible individual.

Change 529 investment options or adjust future allocations.

Change the beneficiary or transfer part of assets to a new beneficiary’s account.

Add a joint account owner or transfer assets to a new account owner.

Authorize a change of the financial advisory firm listed on the Advisor account.

United States Gift (and Generation-Skipping Transfer) Tax Return.

Payments From Qualified Education Programs (Under Sections 529 and 530).

Request for Taxpayer Identification Number and Certification.